Sharon Bargetto is a CFP-designated registered investment advisor at Sage Financial Advisors INC., based in Scotts Valley, CA, with 23 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 115 clients with $270M in assets under 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 | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable. Investment consulting services are charged at 0.10% to 0.25% of assets reviewed.
Fee Estimator
Location
Scotts Valley, CA
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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
Sharon is a CPA providing tax preparation and tax planning services since 1992, dedicating about half of her time to this activity, mostly during tax season. She also owns rental real estate properties.
Employment History
Current Registrations
Sage Financial Advisors INC.
Previous Registrations
Ernst & Young Investment Advisers LLP
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.
Exams
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