Advisor at SageSpring Wealth Partners
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Firm
SageSpring Wealth Partners
Location
Omaha, NE 68118
Credentials
CFP®, Series 63
Industry experience
7 years
Abdul Karim Safi is a CFP® with seven years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners in Omaha, NE. His prior experience includes roles at Raymond James Financial Advisors, Northwestern Mutual, and Orion Advisor Technology. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides discretionary, goals-based portfolio management combined with integrated financial planning and consulting services.
Based on SageSpring Wealth Partners
Based on SageSpring Wealth Partners
Flat fees for financial planning and consulting range from $1,500 to $50,000; Retirement Plan Consulting flat fees range from $750 to $100,000; fee-based insurance advisory may include flat fees.
$0+: Up to 2.25% annually (maximum annual fee for investment management services, negotiable and may be flat or blended rate) $0+: Dynasty Platform Fees ranging from 0.02% (2 bps) to 0.20% (20 bps) annually depending on program $0+: Independent manager fees range from 0% to 1.50% annually for equity managers and 0% to 0.90% for fixed income managers
Certain Investment Adviser Representatives (IARs) are registered representatives of a broker-dealer and may receive commissions for securities sales.
Hourly fee for financial planning and consulting up to $500 per hour.
Minimum fee: Minimum account program fee ranges from $50 to $120 depending on the Dynasty program Fee-only: Financial planning and consulting fees charged on hourly basis up to $500/hour or flat fees ranging from $1,500 to $50,000, negotiable.
15808 West Dodge Rd Suite 103
Omaha, NE 68118
Nebraska
Raymond James Financual Advisors, Inc
2023 - Present (3 years)
SageSpring Wealth Partners
2023 - Present (3 years)
Raymond James Financual Services, Inc.
2023 - Present (3 years)
Orion Portfolio Solutions, LLC
2023 - 2023 (1 year)
Brinker Capital Securities, LLC
2023 - 2023 (1 year)
Thomas Beebe
2020 - 2023 (3 years)
Northwestern Mutual Investment Services LLC
2020 - 2023 (3 years)
Orion Advisor Technology
2019 - 2020 (1 year)
Northwestern Mutual Wealth Management Company
2017 - 2023 (6 years)
Northwestern Mutual Investment Services LLC
2017 - 2023 (6 years)
Northwestern Mutual Investment Services LLC
2017 - 2019 (2 years)
Tim Harrison
2017 - 2019 (2 years)
Tim Harrison
2016 - 2023 (7 years)
Tim Harrison
2016 - 2017 (1 year)
Kum and Go
2013 - 2016 (3 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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