Sagent Wealth Management is an adviser based in Laguna Beach. It manages $66.07 million of regulatory assets for 215 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California and Texas.
Sagent Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sagent Wealth Management is $66.07 million. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sagent Wealth Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Marshall Glen Eichenauer is high net worth individuals with 20 clients and $47.74 million of assets under management. Among the 2 most similar advisory firms, Sagent Wealth Management has the lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $66.07 million for 83 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sagent Wealth Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Marshall Glen Eichenauer has been acting as President since 1 Aug 2008. Andrew Thomas Becket joined the executive team most recently as the Chief Compliance Officer.
The principal office where Sagent Wealth Management performs its advisory services is located at 32331 Coast Highway, Laguna Beach, CA 92651, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (949) 756-2226 or by fax (949) 756-2233. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at sagentwm.com and its LinkedIn profile.