SagePro Wealth Management provides investment management tailored to individual client needs, gathering information about their financial situation and risk tolerance. They also offer financial planning to discuss client risks and goals, proposing strategies to achieve those goals. SagePro does not participate in wrap fee accounts.
Assets Under Management$15M
Clients24
Advisors1
Avg. per Client$630K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable and depend on the type and complexity of the services employed as well as the size of the account or overall client relationship. Performance-based fees are also charged to qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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