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Leo Sage

Great Valley Advisor Group, LLC
22 Years of Experience
Stuart, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Leo Sage is a registered investment advisor at Great Valley Advisor Group, LLC, based in Stuart, FL, with 22 years of industry experience. Leo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.

Great Valley Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
189 advisors
Number of Clients
37,014 clients
Average Client Portfolio
$286K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.05%
$1.0M - $3.0M0.85%
$3M+0.85%

Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

850 NW Federal Hwy, Suite 235, Stuart, FL, 34994

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Leo is doing business as Gornitzky Sage Wealth Management, a DBA for his LPL business, dedicating nearly all of his time to it. He also engages in non-variable insurance activities through Welthvest and as an agent, and provides investment advisory services through Great Valley Advisor Group Inc., spending nearly full-time hours on this.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
LPL Financial LLC
April 2018 - December 2023 · 5 yrs 8 mos
Wells Fargo Clearing Services, LLC
November 2011 - May 2018 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2011 - May 2018 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2011 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2011 · 2 yrs 1 mo
Banc of America Investment Services, INC.
December 2008 - October 2009 · 10 mos
Banc of America Investment Services, INC.Broker
November 2008 - October 2009 · 11 mos
Wamu Investments, INC.
December 2004 - December 2008 · 4 yrs
Wamu Investments, INC.Broker
November 2004 - December 2008 · 4 yrs 1 mo
Prudential Financial Planning Services
February 2004 - September 2004 · 7 mos
Pruco Securities, LLC.Broker
August 2003 - September 2004 · 1 yr 1 mo
State Registrations20 states
CACOFLGAIAKYMAMDNCNENHNJNVNYOHORPATXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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