Four Barrel Capital, operating as Sage Wealth Capital, offers personalized investment management and financial planning. They work with clients to understand their needs and goals, creating a tailored investment policy statement. They manage accounts based on the client's financial situation, investment objectives, and risk tolerance, actively monitoring and providing advice on investments.
Assets Under Management$120K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$120K
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Under special circumstances fee can be negotiated to a 2% fee of AUM if Quarterly performance is 2% higher than the S&P 500 and no fee if under that index for the quarter and then at the end of the year investment fees would be credited if didn’t exceed 2% of S & P 500 for the calendar.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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