Sage Wealth Advisory (SWA) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. SWA creates an Investment Policy Statement for each client. SWA requests authority to make trades without asking first. SWA seeks to make investment decisions in the client's best interest.
Assets Under Management$88M
Clients56
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$44M
www.linkedin.com/in/joel-reimers-cfa-b3123a35 ·sagewealthadv.com ·www.linkedin.com/in/jeffreycschultz
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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