Andrew Nugent is a CFA-designated registered investment advisor at Sage Capital Advisors, LLC, based in La Jolla, CA, with 27 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 237 clients with $630M 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 $1.0M | 1.50% |
| $1.0M - $4.0M | 1.30% |
| $4.0M - $7.0M | 1.20% |
| $7.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Family accounts may be combined for breakpoints. Flat fee billing may be permitted on a case-by-case basis. Separate fee schedule applies to retirement plan participants and sponsors.
Fee Estimator
Location
5672 La Jolla Boulevard, La Jolla, CA, 92037
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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 →Employment History
Current Registrations
Sage Capital Advisors, LLC
Previous Registrations
Brandes Investment Partners, LP
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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