Sage Financial Advisors is a registered investment advisor that provides discretionary investment management, financial planning, tax preparation and planning, and investment consulting services to individuals, families, trusts, charitable organizations, and retirement plans. Sage Financial Advisors builds customized portfolios primarily using mutual funds, exchange-traded funds, and individual fixed-income securities. The firm also offers standalone financial planning and tax services. Sage Financial Advisors tailors its services to each client's specific goals and can accommodate reasonable restrictions on portfolio management.
Assets Under Management$270M
Clients115
Advisors5
Avg. per Client$2.4M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,875
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable. Investment consulting services are charged at 0.10% to 0.25% of assets reviewed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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