Jeffrey Malone
Jeffrey Malone is a registered investment advisor at Sage Capital Advisors, LLC, based in Sioux Falls, SD, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 237 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $4.0M | 1.30% |
| $4.0M - $7.0M | 1.20% |
| $7.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Family accounts may be combined for calculating breakpoints; some clients may pay a flat fee in lieu of the assets under management fee. Fees are billed monthly or quarterly.
Fee Estimator
Location
122 S. Phillips Avenue, Suite 260, Sioux Falls, SD, 57104
Get directionsHistory
Regulatory History (1)
Regulatory
March 2014Other Business Activities
Jeffrey acts as both a general partner and limited partner in several family limited partnerships. This activity is not investment-related.
Employment History
Current Registrations
Sage Capital Advisors, LLC
Previous Registrations
Malone Capital Advisors, LLC
Malone Capital Management INC.
Okoboji Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Piper Jaffray INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.