Sandman Wealth Management provides investment management services, including a co-advisor relationship with Gradient Investments, LLC. They also offer financial planning services, including full financial plans. Additionally, they provide services to qualified retirement plans as a limited scope ERISA 3(21) fiduciary. Investment strategies are tailored to client goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are negotiable based on various criteria. Firm also offers co-advisor services with Gradient Investments, LLC with different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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