Sage Kendall is a registered investment advisor at Osaic Wealth, INC., based in Eagle, ID, with 20 years of industry experience. Sage operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
379 East Shore Drive, Suite 110, Eagle, ID, 83616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sage works as an associate/employee at Addison Avenue Investment Services and First Tech Credit Union, providing financial advice; these roles each take about half of Sage's time. Sage also owns and operates Blue Sage Acres Ranch, dedicating about 10-20% of their time to it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Essex National Securities, INC.
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations16 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.