Angela Wetzig is a CFP-designated registered investment advisor at Sage Wealth Consulting, LLC, based in Sarasota, FL, with 11 years of industry experience. Angela 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, Financial Planning & Coaching, and 4 more. Their firm serves 32 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.40% |
Fees may be negotiable based on the client's financial situation, the amount of assets under management, and the complexity of the services provided.
Fee Estimator
Location
6151 Lake Osprey Drive, Suite 300, Sarasota, FL, 34240
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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
Angela is an independent contractor working as a real estate agent for Premier Sotheby's International Realty since January 1, 2021. This activity takes a few hours per week during securities trading hours.
Employment History
Current Registrations
Sage Wealth Consulting, LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Sequoia Financial Advisors, L.L.C.
Valmark Securities, INC.Broker
State Registrations2 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.