Sagamore Wealth Management, LLC

Sagamore Wealth Management, LLC (CRD# 156447) is a financial advisory firm headquartered in Burlington, MA. They manage $48,000,000 in 485 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $98,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Sagamore Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kenan Nacar
CRD#: 4209369
50 Mall Road, Suite 209, Burlington, MA 01803
93
Wealthminder
score

Kenan Nacar (CRD# 4209369) is an Investment Advisor Representative working at Sagamore Wealth Management, LLC in Burlington, MA and has over 15 years of experience in the finance industry. Kenan Nacar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph P. Casale
CRD#: 4814539
50 Mall Road, Suite 209, Burlington, MA 01803
83
Wealthminder
score

Joseph Casale (CRD# 4814539) is an Investment Advisor Representative working at Sagamore Wealth Management, LLC in Burlington, MA and has over 12 years of experience in the finance industry.

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