Sage Barfield is a registered investment advisor at Shining Rock Advisors LLC, based in Asheville, NC, with 5 years of industry experience. Sage operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $150M 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 | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be modified at Shining Rock’s discretion, based on unusual circumstances, pre-existing relationships, amount and nature of assets to be managed, required services, complex matters, or other factors.
Fee Estimator
Location
34 Wall Street, Asheville, NC, 28801
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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
Sage provides bookkeeping services to non-advisory clients from her home since 2019. This takes about 10-20% of her time.
Employment History
Current Registrations
Shining Rock Advisors LLC
State Registrations2 states
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