Andrew Nugent is a CFA-designated registered investment advisor at Sage Capital Advisors, LLC, based in La Jolla, CA, with 26 years of industry experience. Andrew 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
5672 La Jolla Boulevard, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sage Capital Advisors, LLC
Previous Registrations
Brandes Investment Partners, LP
State Registrations1 state
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