J Dyer
J Dyer is a registered investment advisor at Sage Capital Advisors, LLC, based in Sioux Falls, SD, with 27 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, 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 calculating breakpoints; some clients may pay a flat fee in lieu of the assets under management fee. Fees are billed monthly or quarterly.
Fee Estimator
Location
122 S. Phillips Avenue, Suite 260, Sioux Falls, SD, 57104
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2008Customer Dispute
August 2001Other Business ActivitiesSells Insurance
J. Dyer acts as a sales agent for various insurance companies and may receive commissions, creating a potential conflict of interest. Sage clients are not obligated to purchase insurance products from J.
Employment History
Current Registrations
Sage Capital Advisors, LLC
Previous Registrations
Decision Investments, INC.
UBS Financial Services INC.
Prudential Securities Incorporated
State Registrations3 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.