Sage Path Solutions provides investment management and financial planning services. Investment management involves creating a portfolio based on your goals and risk tolerance. Financial planning covers topics like retirement, taxes, insurance, and estate planning. Sage Path Solutions tailors its services to each client's needs and allows clients to place restrictions on investments.
Assets Under Management$76M
Clients62
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$76M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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