Ethan Senn is a registered investment advisor at Sage Stone Wealth Management LLC, based in La Jolla, CA, with 1 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, Financial Planning & Coaching, and 4 more. Their firm serves 121 clients with $230M 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 | 1.00% |
Certain legacy clients are billed a lower fee than the current schedule.
Fee Estimator
Location
7946 Ivanhoe Avenue, Suite 316, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sage Stone Wealth Management LLC
State Registrations2 states
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