Ira Sager
Ira Sager is a CFP-designated registered investment advisor at Advisors Capital Management, LLC, based in Wayland, MA, with 22 years of industry experience. Ira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18,140 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Equity accounts charge up to 0.80%, fixed income accounts charge up to 0.35%, and model separate accounts and exchange-traded fund strategies charge up to 0.65%. Fees may vary based on advisory role and platform responsibilities.
Fee Estimator
Location
Wayland, MA
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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
Advisors Capital Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Optimal Wealth
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.
Exams
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