Advisor at Consolidated Portfolio Review Corp
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.
Firm
Consolidated Portfolio Review Corp
Location
Portland, OR 97206
Credentials
CFP®, Series 63, Series 65
Industry experience
38 years
Sandra Hay Magdaleno is a CFP® with 38 years of experience in the financial services industry. She is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has previously worked at Cetera Advisors and Cascadia Advisory Services. Magdaleno serves as a board member of the Portland Open Bible Community Pantry, a nonprofit food bank. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.
Based on Consolidated Portfolio Review Corp
Flat fees for Annual Planning Services, charged as agreed upon in the Financial Planning Agreement.
$0 - $100,000: 2.50% $100,001 - $250,000: 2.25% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Hourly financial planning/consulting fees charged as flat rate per hour, varying by advisor experience and location.
Minimum fee: Minimum annual management fee of $90.00 Fee-only: Advisory fees based on assets under management; no commissions charged within advisory accounts.
5112 Se Powell Blvd
Portland, OR 97206
Oregon
Consolidated Portfolio Review Corp
2022 - Present (4 years)
Vanderbilt Securities, LLC
2022 - Present (4 years)
Cascadia Advisory Services, LLC
2019 - 2022 (3 years)
Legacy Solutions Wealth Management
2019 - Present (7 years)
Legacy Solutions Wealth Management
2019 - Present (7 years)
Cetera Advisors
2012 - 2022 (10 years)
Principal Mutual Life Ins. Co.
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFP®, Series 65
Lake Oswego, OR
Davidson & Watson Financial
Series 63, Series 66
Beaverton, OR
Scout Asset Management
CFP®
Portland, OR
Empowering Finance, LLC
At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/
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