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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 177 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sage Mountain offers wealth management services for a quarterly fee based on the average daily balance of assets managed or advised upon. The annual fee ranges from 0.20% to 1.25% depending on the size and complexity of the portfolio and the services rendered. Clients who do not meet the asset minimum may agree to a minimum annual fee of $100,000, billed quarterly. Sage Mountain may negotiate a higher base fee plus an asset-based fee of 0.05% for complex relationships, generally ranging from $100,000 to $750,000 per year, billed quarterly.
Location
945 East Paces Ferry Rd NE, Suite 2275, Atlanta, GA, 30326
Get directionsHistory
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.