Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
143 advisors
Number of Clients
7,497 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$238.6B

Fee Structure

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Location

200 High Street, Boston, MA, 02110

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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.

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Employment History
Current Registrations
Sageview Advisory Group, LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Alexander Macisaac - Financial Advisor | TrueAdvisor