A complete list of active advisors currently associated with SagePro Wealth Management
Warmer can help you find a great advisor at SagePro Wealth Management or one who fits your needs even better.
SagePro Wealth Management provides tailored portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, foundations, and charitable organizations. The firm gathers clients’ financial information and risk tolerance to design personalized investment strategies and may accept client‑imposed restrictions, with services delivered on a discretionary basis. The firm’s investment approach draws on fundamental analysis, modern portfolio theory, and technical analysis and employs a range of strategies including long‑ and short‑term positions, short sales, margin transactions, trading, and options strategies. Portfolios are reviewed at least quarterly, and clients receive periodic reporting from custodians; SagePro also documents procedures to align investments with client objectives and risk tolerances. Notably, SagePro charges performance‑based fees to “qualified clients” (clients with net worth over $2.7 million or accounts of $1.4 million or more), equal to 10% of quarterly net gains subject to a high‑water mark and assessed in arrears while a separate management fee is also charged. Serving pension and profit‑sharing plans and using a performance‑fee model are both uncommon among independent advisers of this type, and the brochure discloses policies intended to address conflicts from side‑by‑side management and valuation of less liquid holdings.
To learn more about the advisors currently working at SagePro 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.
Name |
Location |
Years of experience |
|---|---|---|
Chantilly, VA
| 9
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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