SageFinancial Management Group, operating as SageVest Wealth Management, is an independent registered investment advisor that provides personalized investment management and financial planning services. The firm builds diversified portfolios primarily using mutual funds, exchange-traded funds, and individual bonds, tailoring its approach to each client's specific goals, risk tolerance, and time horizon. SageVest integrates financial planning directly into its wealth management services, covering areas such as retirement planning, estate planning, tax strategies, philanthropic goals, and cash flow management. Operating as an independent firm, SageVest places client interests first and does not use proprietary products or accept commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range between 0.50% and 1.00% depending on the level of assets under management. Fee schedules may vary based on relationship size and complexity.
