Christine Phelps is a CFP-designated registered investment advisor at Sage Mountain Advisors, LLC, based in Atlanta, GA, with 15 years of industry experience. Christine 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 Road 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.
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Christine is a member of Sky King Investments, LLC, a non-investment related holding company for commercial real estate investments. She does not actively manage the company and spends minimal time on this activity.
Employment History
Current Registrations
Sage Mountain Advisors, LLC
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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