Sagepointe Advisors provides ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. They supervise and direct investments, seeking to act in the client's best interest. Financial planning is offered as a complimentary service to portfolio management clients, covering areas like investment planning, insurance, tax concerns, retirement, and college planning. Sagepointe Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, futures, and other securities.
Assets Under Management$60M
Clients68
Advisors1
Avg. per Client$880K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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