Arthur Leon Cherches

Sage Advisory Services LTD CO

18 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningSocially Responsible Investing

Sage Advisory Services LTD CO

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

39 advisors

Number of Clients

12,206 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$25.0B

Fee Structure

Minimum Investment:$75K

Financial Planning:Investment management only

Location

5900 Southwest Parkway, Building 1, Suite 100, Austin, TX, 78735-6202

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Arthur is involved in IT consulting, building, fixing, and installing computers since 2004. This activity is not investment-related and occurs only on weekends, outside of trading hours.

Employment History

Current Registrations

Sage Advisory Services LTD CO

February 2011 - Present · 15 yrs

Previous Registrations

Invesco Advisers, INC.

January 2010 - April 2010 · 3 mos

Invesco Aim Private Asset Management, INC.

December 2006 - January 2010 · 3 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.