SANDERS & SCOTT, CHFC

Overview

Sanders & Scott, Chfc is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides fee-based wealth management and financial planning primarily to individuals, families and small businesses, and also serves some institutional clients. Its stated advisory services center on financial planning and discretionary portfolio management, with a clear tilt toward equity-centered allocations. Sanders & Scott, Chfc uses a percentage-of-assets fee model and is not positioned as an ESG-focused or multi-state adviser. The firm appears to run a relatively straightforward advisory platform: discretionary management of client portfolios with a core emphasis on exchange-traded equities supplemented by mutual funds and selected alternative allocations. Custody is consolidated with Charles Schwab & Co., Inc., which suggests they rely on Schwab’s trading, reporting and operational plumbing for client account administration.

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Location & Offices