Keri Vetere
Keri Vetere is a registered investment advisor at Sagespring Wealth Partners, based in Franklin, TN, with 3 years of industry experience. Keri 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, Investment Management, and 1 more. Their firm serves 10,811 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.
Location
801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067
Get directionsHistory
Regulatory History (3)
Financial
August 2020Financial
July 2019Financial
April 2019Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Premier Private Wealth, LLC
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.