Edward Wagner
Edward Wagner is a registered investment advisor at Sageview Advisory Group, LLC, based in Newport Beach, CA, with 27 years of industry experience. Edward 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
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2002Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Edward solicits and sells fixed insurance and annuity products (life & annuities). He also engages in investment advisory activities for Sageview Advisory Group.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
State Registrations9 states
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.