Sage Mountain offers financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. They manage investment portfolios using mutual funds, exchange-traded funds, real estate investment trusts, and independent investment managers. Sage Mountain also advises on legacy positions and investments held in variable life insurance, annuity contracts, employer-sponsored retirement plans, and qualified tuition plans. They tailor their services to meet individual client needs and objectives.
Fee Structure
Sage Mountain offers wealth management services for a quarterly fee based on the average daily balance of assets managed or advised upon. The annual fee ranges from 0.20% to 1.25% depending on the size and complexity of the portfolio and the services rendered. Clients who do not meet the asset minimum may agree to a minimum annual fee of $100,000, billed quarterly. Sage Mountain may negotiate a higher base fee plus an asset-based fee of 0.05% for complex relationships, generally ranging from $100,000 to $750,000 per year, billed quarterly.