Sandra Nesbit is a registered investment advisor at Noble Family Wealth, based in Clearwater, FL, with 27 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 124 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the size of a client’s account, a pre-existing client relationship, and account retention.
Fee Estimator
Location
2475 Entrprise Rd., Clearwater, FL, 33763
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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 →Other Business Activities
Sandra is the manager of three holding companies: 2505 Enterprise LLC (real estate), Freedom Sails LLC (boat), and Santina LLC (boat). These activities require minimal time each month.
Employment History
Current Registrations
Noble Family Wealth
Previous Registrations
Mercer Global Advisors INC.
Gfs Private Wealth
RBC Capital Markets, LLC
Merrill Lynch Pierce Fenner & Smith INC.
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.