Sage Wealth Advisors provides wealth management, investment management, and financial planning services. They start by understanding a client's current situation to define their goals and objectives, then develop a plan that is both stable and flexible. Sage Wealth Advisors works with clients regularly to define their goals, track their progress, and fine-tune their approach.
Assets Under Management$48M
Clients84
Advisors1
Avg. per Client$570K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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