Sandra Sperry
Sandra Sperry is a CFP-designated registered investment advisor at Sapient Private Wealth Management, LLC, based in Eugene, OR, with 19 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 628 clients with $1.4B 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 - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Fees over $5,000,000 are negotiable.
Fee Estimator
Location
101 East Broadway, Suite 480, Eugene, OR, 97401
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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
Sapient Private Wealth Management, LLC
Previous Registrations
Sapient Private Wealth Management, LLC
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations1 state
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