Sagamore Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,500,000
Total clients
75
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
75
Average account size
$313,333
About
Sagamore provides discretionary investment management and financial planning to individual and high‑net‑worth clients and also offers retirement plan advisory services for plan sponsors. The firm's brochure describes customized portfolios built with diversified ETFs and mutual funds and notes it may also utilize individual stocks, bonds and other investments to meet client objectives.
The firm’s investment process emphasizes fundamental analysis and a predominantly long‑term orientation while retaining flexibility to buy, sell, or reallocate positions as market conditions or client goals change. The brochure states Sagamore develops strategic asset allocations, monitors portfolios continuously, may employ cash positions as a hedge, and engages in rebalancing and tax‑loss or gain harvesting as appropriate.
Notably, Sagamore provides a range of retirement plan consulting services—investment policy design, ERISA 404(c) assistance, benchmarking, participant education and ongoing investment oversight—which the brochure treats as a fiduciary engagement on behalf of plan sponsors. The firm also discloses use of derivatives in separately managed accounts (a practice uncommon among independent peers) and that its principal is a licensed insurance professional who may receive commissions for insurance products, a potential conflict the brochure identifies.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $50,000: 2.00% $50,001 - $100,000: 1.50% $100,001+: 1.25%
Insurance commissions received separately by Mr. Casale for insurance products
$150 to $350 per hour, negotiable
Main office location
Sagamore Wealth Management, LLC
400 Trade Center, Suite 5900
Woburn MA 01801, United States
Number of offices
1
Most active in
Sagamore Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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