Advisor at Sage Mountain Wealth Management
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Firm
Sage Mountain Wealth Management
Location
Horseshoe Bend, ID
Credentials
Series 65
Industry experience
3 years
Aaron Flores is a financial advisor at Sage Mountain Wealth Management in Horseshoe Bend, ID, holding a Series 65 designation with three years of industry experience. He has been involved with My Day Counts since 2013. Sage Mountain Wealth Management provides investment management and financial planning to individuals, high-net-worth clients, small businesses, retirement plans, and private foundations. The firm employs a globally diversified, long-term asset allocation approach using fundamental and quantitative analysis, offering customized portfolios that often include index funds, ETFs, individual equities, and select alternative investments.
Based on Sage Mountain Wealth Management
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Account minimum: $100,000
Horseshoe Bend, ID
Idaho
Sage Mountain Wealth Management
2022 - Present (4 years)
My Day Counts
2013 - 2024 (11 years)
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