Sage Advisors, LLC offers investment advisory services tailored to individual client needs. They provide ongoing portfolio management, typically using a mix of mutual funds, exchange traded funds, individual bonds, and stocks based on proprietary model portfolios. Sage also offers stand-alone financial planning services covering various topics like budgeting, risk management, estate planning, taxation, retirement, and education funding. Clients grant Sage discretionary authority to manage their accounts.
Assets Under Management$580M
Clients690
Advisors4
Avg. per Client$830K
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.30% |
| $3.0M - $5.0M | 0.20% |
| $5M+ | 0.20% |
Fees are negotiable and may be higher or lower than the standard fee schedule. The fee for amounts over $5,000,000 is custom.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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