How does the advisor help clients – Key Takeaways:
SAGE MOUNTAIN ADVISORS, LLC is a financial advisory firm with highly qualified experts who provide comprehensive and personalized financial solutions to individuals and businesses. They strive to understand the unique financial situation of each client and offer tailored strategies to help achieve their financial goals. Some key takeaways to know about how they help clients are:
- Extensive expertise: The advisors at SAGE MOUNTAIN ADVISORS, LLC have years of experience and deep knowledge in the financial industry, allowing them to provide expert guidance and recommendations to their clients.
- Customized solutions: Each client’s financial goals and needs are unique, and the advisors at SAGE MOUNTAIN ADVISORS, LLC take the time to understand them fully. They then offer personalized solutions to help achieve those goals.
- Comprehensive services: From investment management and retirement planning to tax strategies and estate planning, SAGE MOUNTAIN ADVISORS, LLC offers a wide range of financial services to address all aspects of a client’s financial life.
- Client education: In addition to providing solutions, SAGE MOUNTAIN ADVISORS, LLC also places a strong emphasis on educating their clients about financial matters, empowering them to make informed decisions about their money.
Facts and Insights:
Here is some essential information and insights about SAGE MOUNTAIN ADVISORS, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $150 million | 6 |
| 2016 | $250 million | 8 |
| 2017 | $350 million | 10 |
SAGE MOUNTAIN ADVISORS, LLC has been in business for six years and has seen steady growth in both assets under management and the number of advisors on their team. This growth is a testament to their expertise and the quality of their services.
Financial Services Offered:
SAGE MOUNTAIN ADVISORS, LLC provides a wide range of financial services, including:
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
- Risk management
- Insurance solutions
- Educational funding
With such a comprehensive range of services, clients can rely on SAGE MOUNTAIN ADVISORS, LLC to address all their financial needs.
Client Types:
SAGE MOUNTAIN ADVISORS, LLC serves a diverse clientele, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Corporations
- Non-profit organizations
The firm’s expertise and holistic approach make them well-equipped to serve clients from various backgrounds and financial situations.
Fees & Compensation:
SAGE MOUNTAIN ADVISORS, LLC follows a fee-only compensation structure, meaning they do not receive commissions or other forms of compensation for recommending specific financial products to their clients. This ensures that their recommendations are always in the best interest of the client.
The fees for their services are based on a percentage of the assets under management, typically ranging from 1-2%, depending on the complexity of the client’s financial situation. They also offer a free initial consultation for potential clients to discuss their services and fees.
Background:
SAGE MOUNTAIN ADVISORS, LLC was founded in 2015 by a team of financial experts with a collective experience of over 30 years in the industry. They wanted to create a firm that focused on providing personalized and holistic financial solutions to clients, and their success over the years is a testament to their vision.
Financial Advisor Disclosures to Know:
As a financial advisor, transparency and accountability are crucial values for SAGE M