Scott Holley is a registered investment advisor at Sage Wealth Capital, based in Wellesley, MA, with 3 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Under special circumstances fee can be negotiated to a 2% fee of AUM if Quarterly performance is 2% higher than the S&P 500 and no fee if under that index for the quarter and then at the end of the year investment fees would be credited if didn’t exceed 2% of S & P 500 for the calendar.
Fee Estimator
Location
Wellesley, MA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Scott is a software consultant for Fave App, LLC since 2018. He dedicates minimal time to this activity, and it does not occur during his normal business or trading hours.
Employment History
Current Registrations
Sage Wealth Capital
State Registrations1 state
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