Sage Capital Advisors manages investment portfolios and offers financial planning services to individuals, families, and businesses. Sage's services include creating investment plans, monitoring investments, and consulting on financial matters. Sage may use third-party money managers to help implement investment portfolios. Accounts are typically managed on a discretionary basis.
Assets Under Management$630M
Clients237
Advisors8
Avg. per Client$2.7M
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $4.0M | 1.30% |
| $4.0M - $7.0M | 1.20% |
| $7.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Family accounts may be combined for calculating breakpoints; some clients may pay a flat fee in lieu of the assets under management fee. Fees are billed monthly or quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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