Lisa Drake is a registered investment advisor at Sageview Advisory Group, LLC, based in West Palm Beach, FL, with 21 years of industry experience. Lisa 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
1645 Palm Beach Lakes Blvd #1200, West Palm Beach, FL, 33401
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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.
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Lisa is a retirement plan consultant for Sageview Advisory Group, LLC, dedicating full-time hours to providing fiduciary plan oversight to plan sponsors. She also serves as a board member for the American Retirement Association, spending minimal time in this role.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
NFP Retirement INC.
LPL Financial LLC
LPL Financial LLCBroker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
CBIZ Financial Solutions, INC.
CBIZ Financial Solutions, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Charles Schwab & CO., INC.Broker
Lincoln Investment Planning, INC.Broker
Nathan & Lewis Securities, INC.Broker
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.