David Pence is a registered investment advisor at Sage Mountain Advisors, LLC, based in Atlanta, GA, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 193 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range from 0.20% to 1.25% per annum depending on portfolio size and complexity. Minimum annual fee of $100,000 applies.
Fee Estimator
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.
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 →Employment History
Current Registrations
Sage Mountain Advisors, LLC
Previous Registrations
The Mather Group, LLC
Daniel Advisors
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.
Exams
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