A complete list of active advisors currently associated with Sagace Wealth Management
Warmer can help you find a great advisor at Sagace Wealth Management or one who fits your needs even better.
Sagace Wealth Management is a registered investment adviser operating as a seven-advisor team that manages roughly $162.7 million for about 79 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management, financial planning (both integrated with portfolio management and standalone consulting), and generally charges fees as a percentage of assets under management; it typically recommends and allocates to exchange-traded funds as a core vehicle. The firm's advisory process is individualized and discretionary, with portfolio construction informed by fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies. Sagace discloses the use of option-writing strategies and discusses risks related to options and margin, indicating it may employ derivative positions and borrowing/leverage in managed accounts when appropriate for client objectives. Sagace is notable for its formal affiliations with an accounting firm (Sorren, Inc.) and a law firm (Spoor Law, P.A.), and for having advisors who are accountants and attorneys—relationships the firm discloses may lead to referrals for tax or legal services. The firm also serves as trustee for certain client accounts (creating limited custody implications) and documents its standing letter of authorization and custody practices, features that are less common among similar-sized team advisers.
To learn more about the advisors currently working at Sagace Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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