Iram Amir is a CFP-designated registered investment advisor at Sagevest Wealth Management, based in Mclean, VA, with 3 years of industry experience. Iram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 132 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageVest's fee for managing your investments is a percentage of the total value of your portfolio. The annual fee ranges from 0.40% to 1.00%, depending on the amount of assets SageVest manages for you. The more you invest, the lower the percentage. Fee schedules may vary based on the size and complexity of the relationship. SageVest requires a minimum investment of $1,000,000 for new clients, though exceptions may be granted.
Location
1320 Old Chain Bridge Road, Suite 250, Mclean, VA, 22101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sagevest Wealth Management
State Registrations1 state
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