How does the advisor help clients – Key Takeaways:
SAGE WEALTH CONSULTING, LLC offers a range of financial services to help clients achieve their financial goals. Their team of experienced advisors strive to provide personalized and comprehensive solutions tailored to the individual needs of their clients. Through a combination of strategic planning, investment management, and risk management, SAGE WEALTH CONSULTING, LLC helps clients confidently navigate their financial journey.
Facts and Insights
SAGE WEALTH CONSULTING, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). They have been in business for over 15 years and have a team of highly qualified advisors with a wealth of experience in financial planning and wealth management. As of December 2020, SAGE WEALTH CONSULTING, LLC has over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | over 15 years |
Financial Services Offered
SAGE WEALTH CONSULTING, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. Their team of advisors works closely with clients to create customized financial plans tailored to their specific needs and goals.
Client Types
SAGE WEALTH CONSULTING, LLC serves a diverse range of clients, including individuals, families, businesses, and institutions. Their team has expertise in working with high-net-worth individuals, executives, retirees, and other professionals. They also have experience in working with business owners and institutions, providing strategic planning and investment solutions to help them achieve their financial objectives.
Fees & Compensation
SAGE WEALTH CONSULTING, LLC charges clients an annual fee based on a percentage of the assets under management. This fee structure ensures that their interests are aligned with their clients’ as they only make money when their clients’ investments perform well. They do not receive any commissions or compensation from third parties, so clients can trust that the advice given is unbiased and in their best interest.
Background
SAGE WEALTH CONSULTING, LLC was founded by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. With a team of experienced and knowledgeable advisors, SAGE WEALTH CONSULTING, LLC has established a strong reputation for providing top-notch financial services and solutions to their clients. They are committed to staying up-to-date with the latest market trends and constantly improving their strategies to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA) with the SEC, SAGE WEALTH CONSULTING, LLC is committed to providing transparent and accurate information to their clients. They are required to disclose any potential conflicts of interest and provide details of their fee structure and compensation. Clients can also access their Form ADV on the SEC’s website to learn more about their business, services, and any regulatory or disciplinary events.