Sage Financial Advisors offers investment management where they make investment decisions for you, financial planning, tax return preparation, tax planning, and consulting on investment and non-investment matters. For investment management, they determine your investment goals and then allocate your assets accordingly, monitoring performance and asset allocation. Financial planning and consulting are offered on a separate fee basis. They may recommend other professionals like attorneys or insurance agents, but you're not obligated to use them.
Assets Under Management$220M
Clients105
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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 and may vary based on several factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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