Sagent Wealth Management offers wealth management services including financial planning, individual portfolio management, model portfolio management, and third-party manager advisory services. The firm constructs portfolios based on client's financial situation, goals, and risk tolerance. Model portfolios have varying asset allocations to provide a range of portfolios for clients to choose from. Sagent Wealth Management also recommends independent third-party managers.
Assets Under Management$94M
Clients80
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.65% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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