Pacific Sage Partners offers wealth management services, including investment management and financial planning. Investment management involves creating customized portfolios using ETFs, mutual funds, and individual securities. Financial planning covers areas like retirement, education, and estate planning. Pacific Sage may recommend independent managers for specialized investment needs. They also provide retirement plan advisory services to plan sponsors.
Fee Structure
Pacific Sage Partners' investment advisory fees range from 0.50% to 1.25% annually, based on the complexity of services, assets managed, and the overall client relationship. Clients invested in certain variable annuity products pay a 0.75% fee. Fees are calculated monthly based on the average daily market value of assets. The firm may use independent managers, and the total blended fee will not exceed 2.00% annually. Fees are negotiable.