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Sagewell Investment Advisors, Llc
Cambridge, Massachusetts
5.0
1 Review
Sagewell Investment Advisors, LLC is a small investment advisory firm based out of Cambridge, MA. With a single office, the company boasts a team of 10 dedicated professionals, out of which 4 specialize in providing top-notch investment advisory services. With an average of approximately $60,000 in assets under management per investment advisor, Sagewell Investment Advisors, LLC demonstrates their ability to effectively handle client portfolios.
The firm's compensation structure is diverse, encompassing various types of fees, including fixed fees. Notably, over 80% of their assets under management consist of employer 401Ks or ind...see more
Assets Under Mgmt
$224k
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Sagewell Investment Advisors, Llc
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