Sage Advisors, LLC

Fee-Only (% of Portfolio)

Sage Advisors manages private investment partnerships, special purpose vehicles, and other pooled investment entities. Sage serves as the investment advisor and general partner to some funds, and the investment manager or sub-advisor to others. Sage utilizes the Cerity Partners research team to conduct due diligence on prospective investments. Sage does not provide individualized advice to investors in the Funds.

Assets Under Management$440M
Clients22
AdvisorsN/A
Avg. per Client$20M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Sage Advisors manages private investment funds. The amount and structure of the management fee, incentive fee, and how such fees are charged varies from fund to fund. In certain cases, investors receive fee reductions. Sage may receive direct or indirect compensation for services it or its affiliates provide to its clients, affiliates, or non-affiliated third parties.

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Sage Advisors, LLC | TrueAdvisor