Brad Sanders is a CFA-designated registered investment advisor at Cain, Watters & Associates, LLC, based in Frisco, TX, with 23 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Medical Professionals, and 2 more. Their firm serves 3,168 clients with $4.2B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fees are negotiable at CWA's sole discretion. In certain cases CWA aggregates the assets under management of related accounts for purposes of determining which breakpoint applies. Clients who have engaged CWA for Business and Personal Financial Planning Services will pay a discounted flat rate of 0.55% for UMA.
Fee Estimator
Location
17 Cowboys Way, Suite 300, Frisco, TX, 75034
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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
Brad is an Investment Adviser Representative of Cain, Watters & Associates, LLC, but spends minimal time in that role. He also works as a semi-professional musician for a few hours per week.
Employment History
Current Registrations
Cain, Watters & Associates, LLC
Tectonic Advisors LLC
Previous Registrations
First Dallas Securities, INC.
Hodges Capital Management INC
State Registrations1 state
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