Sage Tree Wealth (STW) is an investment management firm offering personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. STW uses a tactical allocation strategy aimed at reducing risk and increasing performance. STW also provides access to third-party money managers. STW engages in broad-based, modular, and consultative financial planning services.
Assets Under Management$32M
Clients227
Advisors2
Avg. per Client$140K
Avg. per Advisor$16M
www.linkedin.com/company/sage-tree-wealth-inc ·www.facebook.com/sagetreewealth ·www.sagetreewealth.com
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
At its discretion, STW may allow the accounts of members of the same household to be aggregated for purposes of determining the advisory fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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