Advisor at Sage Wealth Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sage Wealth Advisory
Location
Willmar, MN
Credentials
CFA®, Series 63
Industry experience
2 years
$0 - $500,000: 1.5% annually $500,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.60% annually
Fee-only: Annual investment advisory fee based on tiered asset management schedule as stated above
Sage Wealth Advisory, LLC
2023 - Present (3 years)
Retired
2022 - Present (4 years)
Bremer Bank, National Association
2003 - 2022 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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