Sagamore Wealth Management offers customized investment solutions through personal contact and discretionary investment management. They create a portfolio strategy based on your goals, risk tolerance, and financial situation, using diversified exchange-traded funds and mutual funds. Sagamore also provides financial planning services covering investment, retirement, education, and insurance needs. They may refer clients to other specialists as needed.
Assets Under Management$24M
Clients75
Advisors1
Avg. per Client$310K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K+ | 1.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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