Iram Mina Amir

CFP

Sagevest Wealth Management

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Sagevest Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

132 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$358.5M

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Location

1320 Old Chain Bridge Road, Suite 250, Mclean, VA, 22101

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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.

Employment History

Current Registrations

Sagevest Wealth Management

October 2022 - Present · 3 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.