Sage Investment Counsel offers ongoing portfolio management, recommending mutual funds, ETFs, and fixed income securities. Some accounts are managed with discretion, others without. They also provide investment performance measurement. Sage Investment Counsel offers annual financial planning, including cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Clients are not obligated to act on recommendations or implement plans through Sage Investment Counsel.
Assets Under Management$160M
Clients79
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fixed fee of 1.5% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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