Travis Verdin is a registered investment advisor at Sage Capital Advisors, LLC, based in Sioux Falls, SD, with 10 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 237 clients with $630M 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 | 1.50% |
| $1.0M - $4.0M | 1.30% |
| $4.0M - $7.0M | 1.20% |
| $7.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Family accounts may be combined for calculating breakpoints; some clients may pay a flat fee in lieu of the assets under management fee. Fees are billed monthly or quarterly.
Fee Estimator
Location
122 S. Phillips Avenue, Suite 260, Sioux Falls, SD, 57104
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 Activities
Travis is the owner of T1 computer services since 2014, providing non-investment related computer services. This activity consumes approximately 100 hours per month, or about half of Travis's time.
Employment History
Current Registrations
Sage Capital Advisors, LLC
State Registrations1 state
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.