Sagace Wealth Management is a registered investment advisor based in St. Petersburg, Florida, that offers discretionary portfolio management bundled with financial planning services. The firm primarily recommends exchange-traded funds and tailors investment advice to meet each client's specific financial needs, objectives, risk tolerance, and time horizon. In addition to ongoing portfolio management, Sagace Wealth Management offers standalone financial planning and consulting services covering topics such as risk management, investment planning, and financial organization. The firm does not participate in any wrap fee programs and does not accept performance-based fees. Sagace Wealth Management is affiliated with related accounting and law firms, which provides clients with access to coordinated professional services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $1.0M - $25.0M | 0.49% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.49% |
Fees are negotiable depending on individual client circumstances. Family member account values may be combined to determine breakpoints.