Deanna Spivey is a registered investment advisor at Sageview Advisory Group, LLC, based in Glen Alen, VA, with 21 years of industry experience. Deanna 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
4600 Cox Road, Suite 350, Glen Alen, VA, 23060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deanna is a retirement plan consultant and administrative assistant at Sageview Advisory Group, LLC, an SEC registered investment advisory firm, dedicating about a quarter of her time. She also serves as a board member for the Stephanie R Bennett Memorial Scholarship Fund, spending minimal time on this activity.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations2 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.