Sage Investment Advisers offers customized investment advice and financial planning to individuals, high net worth individuals, families, trusts, and estates. Sage develops investment strategies based on client goals, risk tolerance, and financial situations, primarily using ETFs and individual bonds. They may also recommend independent managers. Financial planning services cover investment, retirement, estate, education, and insurance needs. Clients are not obligated to implement recommendations.
Assets Under Management$220M
Clients245
Advisors3
Avg. per Client$920K
Avg. per Advisor$75M
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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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy Clients may have a fee schedule that differs from above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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