Sanford Advisory
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Overview
Sanford Advisory is a financial advisory firm that has its headquarters in Portage, Michigan. The company has a small team, including 3 financial advisors. Sanford Advisory does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable financial investments such as equities, options and bonds.
The firm's headquarters is at 590 W. Centre Avenue, Portage, Michigan 49024. The firm is allowed to provide services to investors across 15 U.S. states and territories.
Editorial note: In some instances, firms can register as exempt reporting advisors with the SEC, meaning they file an abbreviated version of the Form ADV. As a result, this is all of the publicly available information for Sanford Advisory. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Sanford Advisory by the Numbers
4
Products and Services
Sanford Advisory offers a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. However, it did not provide any of its clients with financial planning services in the previous fiscal year. Sanford Advisory is not involved in selling products or offering services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically vary depending on the financial services offered. However, fee types charged by the firm likely include some combination of the following fee structures: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Disclosures
Sanford Advisory does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sanford Advisory
Portage, MI
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.