Bette
Grace

Sagepoint Financial, Inc

CRD#4128429
Investment Advisor
in Hollister, CA

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About this Advisor

Bette Grace is a financial advisor working out of Hollister, California with a total of 11 years of relevant experience. Grace is an advisor for Sagepoint Financial, Inc. Grace has gained experience at Grace & Associates, Cpa'S and Sagepoint Financial, Com. Grace has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. Sagepoint Financial, Inc is a financial advisory company that has its headquarters in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 employees. It oversees $17 billion in assets between its 86,848 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 113 charities and foundations. Of its 86,848 accounts, just 10% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on the type of services. Fee types charged by Sagepoint Financial, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

341 First St
Hollister, CA 95023

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

CA Average: $1,555,372,352
Total Number of Employees

3,563

CA Average: 37
Total Number of Accounts

86,848

CA Average: 1,370
Average Account Size

$189,744

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bette Grace Work History

Bette has been registered as a financial advisor for 11 years.*

2009 - Present (15 years)

Sagepoint Financial, Com

1995 - Present (29 years)

Grace & Associates, Cpa'S

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bette Grace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagepoint Financial, Inc

Zach Strube
Appleton, WI
Deanna Martins
Gardena, CA
Karl Locke
Center, TX
David Walkup
Spring, TX
Shireef Elmakawi
San Diego, CA
Zachary Sasser
Austin, TX
Alan Pederson
Phoenix, AZ
Brian Connor
Venice, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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