Iram
Amir
Sagevest Wealth Management
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About this Advisor
Iram Amir is a financial advisor operating in Mc Lean, Virginia who has 1 year of relevant experience. Amir currently works for Sagevest Wealth Management. During their career, Amir has held roles at Sagevest Wealth Management, Global Advisor Group, Pavlov Financial Planning, Virginia Tech, Sleep Clinics Of America, The Steward School and Orchard House School. Amir maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in Virginia. Sagevest Wealth Management is a business headquartered in Mc Lean, VA. It oversees $254 million in assets under management between its 428 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 428 customer accounts, 75% are associated with high-net-worth individuals who have greater than $1 million in assets. Sagevest Wealth Management has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Sagevest Wealth Management can consist of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagevest Wealth Management Brokerage Details
$254,174,296
8
428
$593,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Iram Amir Work History
Iram has been registered as a financial advisor for 1 years.*
Sagevest Wealth Management
Global Advisor Group
Pavlov Financial Planning
Sleep Clinics Of America
Virginia Tech
Sleep Clinics Of America
The Steward School
Orchard House School
*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 Iram Amir 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 Sagevest Wealth Management
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
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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