Scott Ondek is a registered investment advisor at Sageview Advisory Group, LLC, based in Redwood City, CA, with 15 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,497 clients with $240B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageView offers investment management services to individual clients, charging an annual fee based on the amount of assets managed. This fee typically ranges from 0.55% to 1.50% of the portfolio's value, but will not exceed 2.00%. The exact fee is determined by the size, nature, complexity, and services required for the client's account. Fees are charged quarterly in advance. For accounts managed through the Pontera platform, the fee is also between 0.55% and 1.50%, but no greater than 2.00%.
Location
1775 Woodside Rd., Ste 201, Redwood City, CA, 94061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott provides consulting services to institutional clients related to their retirement plans through Sageview Advisory Group, dedicating about a quarter of his time. He also performs as a drummer for Blue Devils Entertainment on occasional weekends, requiring minimal time.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Pensionmark Financial Group, LLC
Pensionmark Securities, LLCBroker
LPL Financial LLCBroker
First Investors CorporationBroker
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.