Edward Douthat is a registered investment advisor at Sage Mountain Advisors, LLC, based in Atlanta, GA, with 13 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 193 clients with $4.3B 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 | 1.25% |
Fees range from 0.20% to 1.25% per annum depending on portfolio size and complexity. Minimum annual fee of $100,000 applies.
Fee Estimator
Location
945 East Paces Ferry Rd NE, Suite 2275, Atlanta, GA, 30326
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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 Activities
Edward is a member of the Finance Committee for ALS Association of Georgia, dedicating a few hours per week to budget oversight and expenditure planning. He is also the treasurer of Triple D Enterprises, a gas royalties holding organization, and co-owner of Orkney Memorial, a crematorium, dedicating minimal time to each.
Employment History
Current Registrations
Sage Mountain Advisors, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Ockham Wealth Advisors L.L.C.
Financial Market Management INC
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.
Exams
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