Sara Kappos
Sara Kappos is a CFP-designated registered investment advisor at The Ameriflex Group, based in Plymouth, MA, with 12 years of industry experience. Sara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 16,203 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The AmeriFlex Group offers multiple investment management programs with fees negotiated individually by each advisor.
- Cambridge Managed Account Platform and Third-Party Manager Services — Fees are charged as a percentage of your portfolio, typically ranging from 0.25% to 1.25% per year, billed monthly or quarterly in advance or in arrears.
- WealthPort Wrap Programs — Inclusive wrap fees cover advisory, custodial, and trading services, with rates set by your advisor depending on the selected strategy and program options.
- AssetMark Platform — Combines an advisor fee, a platform fee, and manager fees, with account minimums typically ranging from $10,000 to $1,000,000 depending on the investment solution.
Location
36 Cordage Park Circle, Suite 328, Plymouth, MA, 02360
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 ActivitiesSells Insurance
Sara provides college funding solutions and sells fixed insurance products through Romaine Insurance. She also provides referrals to a CPA, spending minimal time on this activity.
Employment History
Current Registrations
The Ameriflex Group
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations19 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.
Exams
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