Sage Advisory Services manages investment portfolios for individual and institutional clients, specializing in domestic and international fixed income, balanced portfolios, and exchange-traded funds. Sage uses a disciplined, quantitative, and fundamental research approach, integrating sustainable investing considerations and proprietary scoring into its investment process. In addition to traditional investment management, Sage offers model provision services, asset and liability analysis, and fiduciary solutions. The firm operates on a discretionary and non-discretionary basis, tailoring portfolios to meet individual client risk profiles and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.40% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.25% |
Rates vary by strategy. Cash duration ranges from 0.15% to 0.20%; standard fixed income and exchange-traded fund strategies range from 0.20% to 0.40%. Fees are negotiable for larger balances.