Sage Wealth Planning offers investment management, where they make investment decisions for you, and financial planning, where they give advice on topics like retirement, education savings, and estate planning. They invest in mutual funds, exchange traded funds, stocks, and other securities. They also offer pension consulting services to retirement plans.
Assets Under Management$130M
Clients119
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.10% |
Minimum annual fee is $3,000 for accumulators and $5,000 for retirees and business owners. Certain legacy clients are charged pursuant to a different asset-based fee schedule, or pursuant to a flat annual fee charged monthly or quarterly.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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