SageSpring offers investment management and financial planning services tailored to individual client needs. Investment management is provided on a discretionary basis, including asset allocation and ongoing monitoring. Financial planning services cover a range of topics, including business planning, retirement planning, and estate planning. SageSpring also offers retirement plan consulting services to employer plan sponsors.
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.