Charles Daugherty is a CFA-designated registered investment advisor at Sage Mountain Advisors, LLC, based in Atlanta, GA, with 3 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 177 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sage Mountain offers wealth management services for a quarterly fee based on the average daily balance of assets managed or advised upon. The annual fee ranges from 0.20% to 1.25% depending on the size and complexity of the portfolio and the services rendered. Clients who do not meet the asset minimum may agree to a minimum annual fee of $100,000, billed quarterly. Sage Mountain may negotiate a higher base fee plus an asset-based fee of 0.05% for complex relationships, generally ranging from $100,000 to $750,000 per year, billed quarterly.
Location
945 East Paces Ferry Road Ne, Suite 2660, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sage Mountain Advisors, LLC
Previous Registrations
Truist Advisory Services, INC.
State Registrations1 state
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