Sagol Advisors LLC
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Overview
Sagol Advisors LLC operates as a financial advisory firm headquartered in Spring Valley, New York. The company manages $34.3 million in assets throughout two client accounts. The firm has a small group, including 1 financial advisor. Sagol Advisors LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets like options, stocks and bonds.
Sagol Advisors LLC administers none of its accounts in a discretionary manner. Discretionary management signifies that buy and sell decisions are made by an investment advisor without requiring client approval. The firm also oversees two non-discretionary accounts with a total of $34.3 million in assets. The advisory firm's typical account size is $17.2 million. The average advisor at Sagol Advisors LLC manages about two client accounts, placing it among the most personalized advisor firms in the country.
The firm's headquarters is located at 286 N Main St, Spring Valley, New York 10977. Sagol Advisors LLC is registered to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sagol Advisors LLC by the Numbers
$34.3 million
1
2
$17.1 million
Fee Structure
Fees charged by financial advisors typically depend on which services the firm provides the client. Fees billed by Sagol Advisors LLC can include some combination of the following fee structures: asset-based or performance-based. Sagol Advisors LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Disclosures
Sagol Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sagol Advisors LLC
Spring Valley, NY
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