Sage Wealth Consulting (SWC) manages investment portfolios based on clients' individual needs and goals. SWC also offers comprehensive financial planning, covering areas like estate planning, insurance, retirement, and education. SWC also provides project-based financial planning services on topics such as retirement planning, risk management, college savings, and debt management.
Assets Under Management$12M
Clients32
Advisors1
Avg. per Client$370K
Avg. per Advisor$12M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.40% |
Fees may be negotiable based on the client's financial situation, the amount of assets under management, and the complexity of the services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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