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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2001
- Office Locations
- 1
Office Locations
About Sage Wealth Advisors LLC
Sage Wealth Advisors LLC is a Marion, MA RIA providing financial planning and investment management for retail clients. Portfolios emphasize asset allocation and risk management, with substantial use of ETFs alongside investment-grade corporate, U.S. government/agency, and municipal bonds. Planning capabilities include tax and estate planning, insurance, and business succession. Custody includes Charles Schwab.
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Investment Vehicles
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Owner & Executives
KATHLEEN ANNE ANDERSON
CERTIFIED FINANCIAL PLANNER, Senior Financial Analyst
- CRD
- #1915639
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,692,270 | -- |
| Non-Discretionary | $3,631,816 | -- |
| Total | $49,324,086 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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