Assets Under Management
$156.5M
Number of Clients
74
Number of Advisors
7
Average Client AUM
$2.1M
AUM per Advisor
$22.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sagace Wealth Management, LLC offers discretionary portfolio management services including financial planning tailored to clients' needs. They require discretionary authority to manage accounts. Financial planning services range from broad-based to single-subject planning, with written plans designed to achieve financial goals. The firm primarily advises on ETFs and may advise on other investments based on client goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.49% |
| $25M+ | 0.49% |
Fees are negotiable for amounts over $25,000,001. Using the previous tier's fee percentage for the negotiable tier.
877 Executive Center Drive West, Suite 100, St. Petersburg, FL, 33702