Sage360 Advisors provides ongoing investment management based on your individual goals and risk tolerance. This includes creating a plan to select a portfolio that matches your specific situation. Sage360 may also recommend other advisors. Sage360 also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. Clients can impose restrictions on investments, but Sage360 may end the relationship if the restrictions prevent them from properly servicing the account.
Assets Under Management$22M
Clients25
Advisors2
Avg. per Client$860K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.60% |
| $10M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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