Sagewood Asset Management provides investment management services to a variety of clients. Sagewood focuses on delivering long-term value using customizable strategies across equities, fixed income, and derivatives. Sagewood participates in wrap fee programs sponsored by J.P. Morgan Securities, Morgan Stanley Smith Barney, and UBS Financial Services. Sagewood's investment strategies are offered on a discretionary basis.
Assets Under Management$2.7B
Clients257
AdvisorsN/A
Avg. per Client$10M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are generally negotiable. Clients may also pay a performance-based fee of up to 20% of the net realized and unrealized gains on the option positions in the client’s account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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