IS
Ira Sager
from Optimal Wealth
Ira Sager is a financial advisor based in Massachusetts, Sudbury,
with 20 years of experience. Ira currently works for
Optimal Wealth.
Ira maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
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Ira Sager works at Optimal Wealth
Optimal Wealth is a financial advisory firm based in Sudbury, Massachusetts. It currently has approximately $32,161,436 of assets under management and employs about 2 people. Optimal Wealth uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
11 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
144 North Road, Suite 1150, Sudbury, Massachusetts, 1776
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