Sagevest Financial Advisors offers investment advice, designs investment strategies, and monitors client accounts. They primarily recommend no-load mutual funds, index funds, and exchange-traded funds, but may also use stocks, bonds, and other investments. Sagevest also provides wealth management services, including understanding a client's financial situation, identifying goals, and providing recommendations. They do not provide tax or legal advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The fee range and break points start from 0.90% to 0.25% annually, depending on the amount of assets to be managed. Fees and/or minimums may be negotiated or waived at Sagevest’s sole discretion and in some cases, Sagevest may charge a client a negotiated flat fee rather than the fee range outlined above.