SageVest Wealth Management provides investment management and financial advisory services to individuals, families, trusts, and charitable accounts. SageVest aims to develop close client relationships and offer comprehensive wealth management services tailored to each client's unique needs and goals. SageVest invests client assets in mutual funds, exchange traded funds (ETFs), and individual bonds. Financial planning services cover retirement, philanthropy, estate, asset protection, college funding, tax, and cash flow planning.
Fee Structure
SageVest's fee for managing your investments is a percentage of the total value of your portfolio. The annual fee ranges from 0.40% to 1.00%, depending on the amount of assets SageVest manages for you. The more you invest, the lower the percentage. Fee schedules may vary based on the size and complexity of the relationship. SageVest requires a minimum investment of $1,000,000 for new clients, though exceptions may be granted.
