Sands Wealth Strategies is an independent registered investment advisor located in Western Springs, Illinois, founded in 2024 by Christopher Sands. Sands Wealth Strategies primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. The firm offers comprehensive wealth management services that combine ongoing portfolio management with personalized financial planning, covering areas such as retirement planning, cash flow, insurance, college planning, and estate planning at no additional fee. Sands Wealth Strategies builds customized portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may also coordinate with third-party outside managers to assist with client accounts. The firm operates on a fee-only basis, meaning compensation comes solely from client fees rather than commissions or product sales, and does not require a minimum account size to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable. Household accounts may be aggregated for fee calculation.