Sage Capital Management offers investment advice and financial planning to individuals, families, and businesses. Services include asset management, financial planning, and retirement plan consulting. Sage creates tailored investment strategies and reviews portfolios regularly. The firm acts as a fiduciary, prioritizing client interests.
Assets Under Management$350M
Clients335
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$180M
www.sageny.com ·www.linkedin.com/in/howard-gottlieb-5bbb8414 ·www.linkedin.com/in/lawrence-busch-5039155
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable. Clients can elect to be billed on a flat fee for asset management services. The flat fee shall be negotiated between the adviser and client not to exceed 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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