Michael Bell is a registered investment advisor at Sage Advisors, LLC, based in Edmonds, WA, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 690 clients with $580M 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 $250K | 1.25% |
| $250K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.30% |
| $3.0M - $5.0M | 0.20% |
| $5M+ | 0.20% |
Fees are negotiable and may be higher or lower than the standard fee schedule. The fee for amounts over $5,000,000 is custom.
Fee Estimator
Location
115 2nd Avenue North, Suite 200, Edmonds, WA, 98020
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
Michael is an insurance agent selling fixed insurance products and services since 2019. This takes nearly full-time hours, and slightly less during trading hours.
Employment History
Current Registrations
Sage Advisors, LLC
Previous Registrations
Kms Financial Services, INC.Broker
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.