Robert Sandler is a registered investment advisor at Pension & Wealth Management Advisors, based in Topsfield, MA, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 371 clients with $450M 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% |
Under certain circumstances, PWMA may negotiate the fee based on the portfolio being managed and the scope of the relationship.
Fee Estimator
Location
Topsfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pension & Wealth Management Advisors
Double Eagle Capital Management, LLC
State Registrations1 state
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