Nicholas
Barnard
Sage Advisory Services LTD Co
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About this Advisor
Nicholas Barnard is a financial advisor operating out of Austin, Texas who has 1 year of industry experience. Barnard works at Sage Advisory Services LTD Co. Over the course of their career, Barnard has held roles at Fidelity Brokerage Services, LLC, Snapdragon Associates, Nanocomp Technologies, University Of New Hampshire, Wentworth By The Sea Country Club, Roi Equipment, Laconia Country Club, Dhk Financial Advisors, Highfields Capital Management, Cross Insurance, Calvin Klein, Bedford School District, Demoula'S Market Basket and Sage Advisory Services, LTD Co. Barnard maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Sage Advisory Services LTD Co is a registered investment firm that has its headquarters in Austin, TX. It administers $15 billion in assets under management between its 4,888 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 211 charities and foundations. Of its 4,888 accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. Sage Advisory Services LTD Co performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and other services. Financial management fee schedules typically vary depending on the type of services. However, fees charged by Sage Advisory Services LTD Co likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sage Advisory Services LTD Co Brokerage Details
$15,322,865,201
53
4,888
$3,134,792
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Nicholas Barnard Work History
Nicholas has been registered as a financial advisor for 1 years.*
Sage Advisory Services, LTD Co
Fidelity Brokerage Services, LLC
Nanocomp Technologies
Wentworth By The Sea Country Club
Roi Equipment
Laconia Country Club
Highfields Capital Management
Dhk Financial Advisors
Cross Insurance
Snapdragon Associates
University Of New Hampshire
Calvin Klein
Demoula'S Market Basket
Bedford School District
*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 Nicholas Barnard 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 Sage Advisory Services LTD Co
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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