Sagent Wealth Management offers ongoing wealth management services designed to help clients organize, manage, and preserve their finances. The firm integrates financial planning, investment management, retirement planning, estate planning coordination, cash flow analysis, education planning, and insurance planning into long-term advisory relationships. Sagent Wealth Management builds portfolios using proprietary model portfolios, customized portfolios, individual securities, and independent third-party investment managers, operating on either a discretionary or non-discretionary basis depending on client preference.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.65% |
Advisory fees may be negotiated based on factors such as relationship nature, anticipated assets, related accounts, and complexity.