ST
CFP
ST
CFP

Sandra Lombrano Terronez

13 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
21 advisors
Number of Clients
1,329 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.43%
$100K - $250K1.32%
$250K - $500K1.21%
$500K - $2.0M1.10%
$2.0M - $5.0M0.99%
$5.0M - $10.0M0.82%
$10M+0.55%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2010 Corporate Ridge, Suite 900, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bogart Wealth, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
4j Wealth Management, LLC
March 2023 - July 2024 · 1 yr 4 mos
Bogart Wealth, LLC
October 2022 - February 2023 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
June 2018 - July 2019 · 1 yr 1 mo
Wealthquest Financial Services, LLC
March 2006 - May 2008 · 2 yrs 2 mos
USAA Investment Management Company
February 2004 - October 2005 · 1 yr 8 mos
USAA Investment Management CompanyBroker
March 1999 - October 2005 · 6 yrs 7 mos
American Express Financial Advisors INC.Broker
December 1998 - March 1999 · 3 mos
Ids Life Insurance CompanyBroker
December 1998 - March 1999 · 3 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.