Paul Nacario is a registered investment advisor at Sageview Advisory Group, LLC, based in Scottsdale, AZ, with 31 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,497 clients with $240B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageView offers investment management services to individual clients, charging an annual fee based on the amount of assets managed. This fee typically ranges from 0.55% to 1.50% of the portfolio's value, but will not exceed 2.00%. The exact fee is determined by the size, nature, complexity, and services required for the client's account. Fees are charged quarterly in advance. For accounts managed through the Pontera platform, the fee is also between 0.55% and 1.50%, but no greater than 2.00%.
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sageview Advisory Group, LLC
Creative Planning
Previous Registrations
Innovest Portfolio Solutions LLC
ICMA Retirement Corporation
Icma-Rc Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Cambridge Investment Research, INC.Broker
Prudential Investment Management Services LLCBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Security Distributors, INC.Broker
Hartford Equity Sales Company INC.Broker
Nationwide Investment Services CorporationBroker
Copeland Equities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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