Sageguard Financial Group, LLC
Assets Under Management
$607.7M
Number of Clients
2,284
Number of Advisors
12
Avg. Portfolio per Client
$266K
Avg. Managed per Advisor
$50.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
SageGuard Financial Group provides ongoing portfolio management based on clients' goals and risk tolerance. They create investment plans and manage investments, typically using mutual funds, stocks, bonds, and REITs. SFG also offers financial planning services covering areas like retirement, insurance, debt management, and estate planning. They may recommend third-party advisors.
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $750K | 1.60% |
| $750K - $1.0M | 1.40% |
| $1M+ | 1.20% |
Fees are negotiable depending on client needs and complexity. There is also a $35 annual technology and administrative fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEducation PlanningEstate Planning
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Location
3066 Business Park Circle, Goodlettsville, TN, 37072