Sage Investment Group provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education, and plan for retirement and estate matters. Sage Investment Group also sells annuities, insurance, and other commissioned products. Clients make the final investment decisions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.25% |
| $350K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees are negotiable for amounts over $3,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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