How does the advisor help clients – Key Takeaways:
SAGENT WEALTH MANAGEMENT strives to provide comprehensive financial planning and investment management services to help clients achieve their financial goals. They believe in building long-term relationships with their clients and guiding them through all stages of their financial journey.
Their team of financial experts offers personalized solutions and stays updated on the latest market trends and strategies to create customized investment plans for each client. They understand their clients’ unique needs and work towards providing them with financial security and stability.
Facts and Insights
Here are some key facts and insights about SAGENT WEALTH MANAGEMENT:
- Founded in 2009
- Over $1.2 billion assets under management
- Over 50 financial advisors on their team
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 50+ | 12 years |
Financial Services Offered
SAGENT WEALTH MANAGEMENT offers a wide range of financial services to their clients, including:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance services
Client Types
SAGENT WEALTH MANAGEMENT caters to a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
- Families
Fees & Compensation
SAGENT WEALTH MANAGEMENT believes in transparency and does not hide any fees or charges from their clients. They charge a fee based on a percentage of assets under management, and this fee includes all services provided by their team. They do not receive any commissions or third-party incentives, ensuring that their advice is always in the best interest of their clients.
Background
SAGENT WEALTH MANAGEMENT was founded in 2009 with the aim of providing high-quality financial advice to their clients. The company has grown significantly in the last 12 years, and their team of financial advisors has a wealth of experience and expertise. They have a client-centric approach, and their goal is to help their clients achieve financial success and security.
Financial Advisor Disclosures to Know
As a registered investment advisor, SAGENT WEALTH MANAGEMENT is held to a fiduciary standard, meaning they must always act in the best interest of their clients. They have no legal or disciplinary disclosures to report, ensuring their clients can trust their services and advice.