Sage Mountain Advisors provides personalized wealth management, financial planning, and investment consulting services. The firm builds customized investment portfolios using mutual funds, exchange-traded funds, real estate investment trusts, independent managers, and alternative investments such as private equity and hedge funds. Sage Mountain Advisors also offers specialized financial planning covering cash flow forecasting, retirement planning, tax strategies, estate planning, and business planning. The firm operates as a registered investment advisor and acts in a legally required best-interest capacity for its clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range from 0.20% to 1.25% per annum depending on portfolio size and complexity. Minimum annual fee of $100,000 applies.