Assets Under Management
$25.0B
Number of Clients
12,206
Number of Advisors
39
Average Client AUM
$2.0M
AUM per Advisor
$640.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sage Advisory Services, located in Austin, Texas, provides investment management services to individuals, high net worth individuals, and institutional clients. They specialize in fixed income, balanced, and equity portfolio management, emphasizing risk control and a repeatable process. They also offer liability directed investment solutions, fiduciary services, and insurance company services.
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX, 78735-6202