Sage Vincent is a CFP-designated registered investment advisor at Portsalus Wealth Management, based in Mission Viejo, CA, with 1 years of industry experience. Sage operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 58 clients with $58M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Ongoing financial planning is included at no extra cost for clients with at least $1,000,000 in assets under management.
Fee Estimator
Location
27201 Puerta Real, Suite 300, Mission Viejo, CA, 92691
Get directionsHistory
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
Portsalus Wealth Management
State Registrations3 states
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
More Advisors
- Jeremy Portnoff, CFPPortsalus Wealth Management
- Joshua Valdivia, CFPFinancial Management Network INC
- Curtis Farrell, CFPFinancial Management Network INC
- Stephen Shloss, CFPCastle Financial
- Fadi Mansour, CFPLPL Financial LLC
- Eric Owens, CFPStifel, Nicolaus & Company, Incorporated