SR
CFP

Sandra Ann Risgaard

18 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
1,183 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.8B

Fee Structure

Financial Plan Fee:$2,500 - $15,000
Hourly Rate:$150 - $750/hr

ProVise's annual advisory fee is negotiable and based on a percentage of assets under management, generally ranging from 0.20% to 1.50%. The minimum quarterly fee is generally $750. For individual retail clients, the advisory fee generally includes financial planning if requested. Stand-alone financial planning fees range from $2,500 to $15,000 on a fixed fee basis, or $150 to $750 per hour. These fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

611 Druid Rd E. Ste 105, Clearwater, FL, 33756

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Regulatory History (1)
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Regulatory
June 2021
Final
Other Business Activities

Sandra is a finance committee member for St. Elizabeth Hospital, a non-profit organization, where she reviews investments, spending policy, grants, and financials. She spends minimal time on this activity and receives no compensation.

Employment History
Current Registrations
Provise Management Group, LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
March 2019 - January 2021 · 1 yr 10 mos
Cliftonlarsonallen Wealth Advisors, LLC Broker
February 2019 - January 2021 · 1 yr 11 mos
Schenck Investment Solutions LLC
June 2015 - March 2019 · 3 yrs 9 mos
Franklin/templeton Distributors, INC.Broker
February 2014 - June 2015 · 1 yr 4 mos
Baker Tilly Investment Advisors
June 2004 - December 2009 · 5 yrs 6 mos
Baker Tilly Capital, LLCBroker
April 2003 - December 2009 · 6 yrs 8 mos
Banc One Securities CorporationBroker
March 2000 - June 2000 · 3 mos
Nationwide Investment Services CorporationBroker
November 1998 - August 1999 · 9 mos
Fundselect Advisers, INC.Broker
November 1998 - November 1998 · 0 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.