Sage Advisors, LLC
Firm details
- Headquarters
- Edmonds, Washington
- CRD number
- 301328
- Registered since
- May 13, 2019
- Website
- www.sageadvisorsllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.17%
- Individuals24.92%
- Pension & Profit Sharing Plans9.48%
- Charitable Organizations0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sage Advisors, LLC is an independent, SEC-registered RIA formed in 2019 and organized as a limited liability company under individual ownership. The firm serves a mix of individual and family clients alongside institutional relationships. Its advisory model is fee-based, using both a percentage-of-AUM schedule and fixed-fee engagements. Core service lines include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and client education through seminars and workshops. Sage does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Michael Helke
Chief Compliance OfficerCRD 6535790
Contacts
3 of 5
Jordan Cole
Financial Planner, Director of Portfolio ManagementCRD 5965525
Russell Cole
President, Lead Financial PlannerCRD 1531728
Michael Bell
Financial PlannerCRD 6373885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Edmonds, WA
Snohomish
Location
Edmonds, WA
Headquartered in Edmonds, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Snohomish
- Address
- 115 2nd Ave N
- Time zone
- PT (UTC-8)
- Office locations
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