Sage Wealth Advisors is a registered investment advisor located in Marion, Massachusetts, founded in 2001 by Kathleen Anderson. Sage Wealth Advisors offers comprehensive wealth management, investment management, and financial planning services tailored to individuals, families, trusts, estates, and small businesses. The firm takes a holistic approach, beginning by understanding each client's goals and objectives to build a customized plan. Services encompass investment planning, retirement planning, estate planning, tax planning, cash flow analysis, insurance planning, and education funding. Sage Wealth Advisors manages portfolios on a discretionary and non-discretionary basis using a multi-model approach that includes globally diversified index funds, exchange-traded funds, actively managed funds, and individual bonds. The firm operates as a fee-only advisor, meaning compensation comes solely from direct client fees without commissions from product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.5M | 0.75% |
| $4.5M - $9.5M | 0.60% |
| $9.5M+ | 0.50% |
Fees are negotiable based on specific criteria such as anticipated future earnings, additional assets, or account composition.