Pamela Sandy
Pamela Sandy is a CFP-designated registered investment advisor at Confiance, Financial & Investment Advisors, based in Cleveland, OH, with 29 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 60 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees negotiable for accounts over $2,000,000. Minimum annual fee of $1,500.
Fee Estimator
Location
600 Superior Avenue E., Suite 1300, Cleveland, OH, 44114-2654
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Confiance, Financial & Investment Advisors
Previous Registrations
The Financial Strategies Group, INC
Linsco/private Ledger CORP.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.