Ira Sager
Ira Sager is a CFP-designated registered investment advisor at Optimal Wealth, based in Sudbury, MA, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 44 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optimal Wealth charges an annual fee based on the value of your portfolio, ranging from 0.60% to 2.00%. The exact fee depends on the amount you invest and the complexity of services, such as financial planning and portfolio management. This fee is paid quarterly, in advance. The fee is negotiable.
Location
144 North Road, Suite 1150, Sudbury, MA, 01776
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ira is the Owner/Managing Director of OptiWealth, LLC, providing financial planning and investment advice, dedicating nearly full-time hours. He is also an agent for Financial Independence Group, writing indexed universal life policies and other insurance business, spending minimal time. Ira also works as an instructor teaching financial literacy courses, spending a few hours per week.
Employment History
Current Registrations
Optimal Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Fiduciary Planning, LLC
Sorrento Pacific Financial, LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw 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.