Advisor at Sandbox Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lakewood, FL
Credentials
Series 63, Series 65
Industry experience
35 years
Frederick Bohlander is a financial advisor at Sandbox Financial Partners, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network, LLC. Outside of his advisory role, he serves as a director of a homeowners association in Virginia. Sandbox Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a mix of active and passive investments, emphasizes asset allocation and portfolio review, and integrates financial planning into ongoing client relationships.
Based on Sandbox Financial Partners, LLC
Based on Sandbox Financial Partners, LLC
Fixed fees for project-based financial planning and family office light services, negotiated based on complexity
0.50% to 1.50% annually (negotiable, based on assets, service scope, and relationship)
$150 to $300 per hour for financial planning services, based on experience and complexity
Ongoing financial planning services billed quarterly in advance
Lakewood, FL
Florida
Sandbox Financial Partners, LLC
2018 - Present (8 years)
Wells Fargo Advisors
2013 - 2018 (5 years)
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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