Sage Stone Wealth Management offers personalized comprehensive portfolio management, financial planning consultations, portfolio monitoring, and values-based investing strategies. Sage Stone Wealth Management tailors portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, often focusing on socially responsible, faith-driven, or inflation-hedged strategies. The firm works with individuals, high-net-worth clients, businesses, trusts, and retirement plans, emphasizing a customized approach aligned with each client's financial goals and personal values.
Assets Under Management$260M
Clients126
Advisors3
Avg. per Client$2.1M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are calculated at up to 1% of assets under management. Portfolio monitoring services are charged at up to 0.50% annually.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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