Sandro Wealth provides wealth management services to retail and institutional clients through third-party financial advisors. Sandro Wealth works with clients to determine their goals, investment objectives, and financial situation to create an investment plan. Services include portfolio management, trust and estate planning, and tax management. Sandro Wealth retains sole discretion over which services are offered to its clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The advisory fee rate will be variable depending on the client's total assets under management with Sandro Wealth and level of service. Sandro Wealth may offer discounts to clients on its advisory fee in its sole discretion. Typically, such discounts are based on the services provided as well as the amount of assets under management with Sandro.