Sage Mountain Advisors, LLC

Sage Mountain Advisors, LLC, established in September 2018, is a registered investment adviser based in Atlanta, GA. The firm offers financial planning, consulting, and investment management services. Wealth management fees range from 0.20% to 1.25% annually, with base fees varying from $100,000 to $750,000 per year. Clients can engage in standalone financial planning services for a fixed fee. The firm acts as a fiduciary, prioritizing clients' interests. Investment discretion allows Sage Mountain to make decisions on behalf of clients, including selecting securities, timing transactions, and hiring Independent Managers. The firm primarily allocates client assets among mutual funds, ETFs, REITs, and Independent Managers. Sage Mountain also manages private investment funds, investing in various strategies like equity, credit, and private debt. The firm conducts ongoing reviews of client portfolios and offers services to individuals, trusts, estates, and corporations. Clients receive account statements from qualified custodians and have the option to direct brokerage. Sage Mountain does not compensate for client referrals and does not engage in performance-based fees. The firm's financial condition is stable, with no bankruptcy proceedings or disciplinary events.