Sagewell Investment Advisors, LLC

Sagewell Investment Advisors LLC is a registered investment adviser with the SEC, specializing in software-based investment advisory services focused on managing retirement assets. Established in 2022, the firm offers model portfolios to clients based on their financial situation, risk tolerance, and investment objectives. Clients pay a Wrap Fee, typically $600 per year, covering all services and fees associated with the investment platform. The firm may negotiate fees based on assets under management and trading activity. Clients can terminate the agreement with a 15-day notice and may be charged additional expenses for account liquidation and transfers. SIA maintains a minimum account size of $10,000 for clients nearing retirement age. The firm engages AdaptFirst Investments to assist in creating and overseeing model portfolios, with ongoing performance monitoring and rebalancing. SIA does not provide individualized investment advice and does not have discretionary authority over client investments. Client funds and securities are held in custody by DriveWealth, with SIA subject to surprise annual audits to comply with the Custody Rule. Clients receive real-time reporting and quarterly statements.