Michaela Griggs is a CFP-designated registered investment advisor at Sage Advisors, LLC, based in Edmonds, WA, with 10 years of industry experience. Michaela 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
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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
Michaela works as a client services specialist for Sage Advisors, LLC, a registered investment advisor. This takes nearly full-time hours, with 176 hours per month, and 121 hours per month during trading.
Employment History
Current Registrations
Sage Advisors, LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations2 states
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