Sage Capital Advisors provides investment advisory services, managing portfolios based on client objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and mutual funds. Sage Capital also offers financial planning services, evaluating a client's financial situation and establishing a plan to reach their goals. The Advisor and the client will meet at least annually to monitor the plan and make changes, if necessary.
Fee Structure
Sage Capital Advisors charges an annual advisory fee based on the value of your portfolio. This fee is negotiable and ranges from 0.5% to 2.2% per year, depending on the investment strategy and the size of your account. The average fee is about 1.35% per year. The fee is deducted from your account monthly in advance.