Sage Mountain Wealth Management is an independent registered investment advisor that primarily manages client investment accounts. Services include building customized portfolios, ongoing monitoring of investments, and making adjustments as needed. Financial planning services generally revolve around retirement savings, but depend on individual client needs. Sage Mountain may work with other professionals like estate planning attorneys with client consent. The firm does not guarantee any particular level of account performance.
Assets Under Management$10M
Clients36
Advisors1
Avg. per Client$280K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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