Ethan Kok is a CFP-designated registered investment advisor at Sage Wealth Planning, based in Georgetown, TX, with 4 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 119 clients with $130M 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 | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.10% |
Minimum annual fee is $3,000 for accumulators and $5,000 for retirees and business owners. Certain legacy clients are charged pursuant to a different asset-based fee schedule, or pursuant to a flat annual fee charged monthly or quarterly.
Fee Estimator
Location
116 W 8th Street, Unit 207, Georgetown, TX, 78626
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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
Ethan is a member of Twin Capital Investments, LLC (since April 2019) and Fuller Family Investments, LLC (since February 2021), both real estate investment companies. He invests his own capital and helps manage small multi-unit buildings, dedicating minimal time to each.
Employment History
Current Registrations
Sage Wealth Planning
State Registrations1 state
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