Aston Sandel manages investment portfolios for clients based on their individual needs, financial situation, investment goals, risk tolerance, and time horizon. The firm primarily uses stocks, exchange-traded funds (ETFs), and bonds to construct diversified portfolios. The firm does not receive commissions on investment products but associated persons may be licensed insurance agents.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $5.0M | 1.40% |
| $5M+ | 1.00% |
Fees are negotiable. Income Only Account Fee Schedule: First $1,000,000: 0.75%; Next $4,000,000: 0.65%; Next $5,000,000: 0.50%; Additional Amounts over $10,000,000: 0.35%. Total annual investment management fees will not exceed 2.00% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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