Advisor at Angell Capital Management, LLC
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Firm
Angell Capital Management, LLC
Location
St. Charles, MO 63301
Credentials
CFP®, Series 66
Industry experience
19 years
Jason Sandfort is a CFP® professional with 19 years of industry experience, currently serving at Angell Capital Management, LLC since 2010. He holds the Series 66 designation and is based in St. Charles, MO. Angell Capital Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes asset allocation through traditional, quantitative, and behavioral finance methods, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.
Financial planning fees are fixed fees ranging from $500 to $2,000 depending on complexity
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: Negotiable
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $625 for accounts below $250,000 Fee-only: Fixed fees ranging from $500 to $2,000 for financial planning/consulting
3660 West Clay Street
St. Charles, MO 63301
Illinois · Missouri · Texas
Angell Capital Management, LLC
2010 - Present (16 years)
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Trust company
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Other specialized services
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