Sage Portfolio Management (SPM) offers financial planning and investment management services to individuals. SPM may recommend independent investment managers to clients and monitors their performance. SPM also provides non-discretionary investment management services for variable life/annuity products and employer-sponsored retirement plans. SPM works with clients' other professional advisors to coordinate financial and estate planning.
Fee Structure
Sage Portfolio Management (SPM) may recommend independent money managers to manage a portion of your assets. SPM monitors the performance of these managers. The fees for these managers, along with fees charged by the broker-dealer/custodian, may be in addition to SPM's advisory fee. SPM also offers non-discretionary investment management services for variable life/annuity products and employer-sponsored retirement plans.