William Crull
William Crull is a registered investment advisor at Sage Capital Advisors, LLC, based in Metairie, LA, with 35 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 51 clients with $8.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sage Capital Advisors charges an annual advisory fee based on the value of your portfolio. This fee is negotiable and ranges from 0.5% to 2.2% per year, depending on the investment strategy and the size of your account. The average fee is about 1.35% per year. The fee is deducted from your account monthly in advance.
Location
Metairie, LA
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Regulatory History (2)
Regulatory
November 2012Employment Separation After Allegations
December 2010Employment History
Current Registrations
Sage Capital Advisors, LLC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
Carillon Investments, INC.Broker
State Registrations1 state
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.