Margaret
Saez
Physician Wealth Advisors, Inc
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About this Advisor
Margaret Saez is a financial advisor based in Salt Lake City, Utah with 9 years of industry experience. Saez is on the advisory team at Physician Wealth Advisors, Inc. They have been employed by Physician Wealth Advisors, Inc for the entirety of their career. Saez maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Utah. Physician Wealth Advisors, Inc is an advisory company that has its headquarters in Salt Lake City, UT. It handles $1 billion in total assets between its 5,064 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 5,064 customer accounts, 24% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Physician Wealth Advisors, Inc provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees typically are based on which service is offered. However, fees billed by Physician Wealth Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Physician Wealth Advisors, Inc Brokerage Details
$1,326,456,795
14
5,064
$261,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Margaret Saez Work History
Margaret has been registered as a financial advisor for 9 years.*
Uma Financial Services
*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 Margaret Saez 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 Physician Wealth Advisors, Inc
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
North Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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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