Sanderson Wealth Management, LLC

Sanderson Wealth Management, LLC, established in June 2001, offers financial planning, investment consulting, and management services. With $1.2 billion in assets under management as of December 31, 2024, the firm provides tailored services based on clients' risk tolerance and investment needs. Sanderson's investment strategies focus on asset allocation, due diligence, manager selection, and periodic rebalancing. Clients have discretion over implementing recommendations and can set restrictions on management services. The firm charges an annual fee based on assets under management, typically ranging from 1.00% to 0.20%. Sanderson may negotiate fees for certain assets and imposes a minimum annual fee of $10,000. Clients are advised on potential conflicts of interest, including recommendations for additional services. Sanderson primarily utilizes mutual funds and ETFs for investment portfolios, with options for alternative investments like hedge funds and private placements. Sanderson recommends Independent Managers for specific clients, monitoring their performance and investment objectives. The firm's analysis methods include quantitative and qualitative assessments from third-party sources. Clients are periodically reviewed, and Sanderson provides financial planning and consulting services as needed. The firm exercises discretion over client accounts, including voting on proxies in the clients' best interests. Sanderson's financial stability ensures the ability to meet contractual commitments. For more information, visit www.sandersonllc.com.