Sage Rutty & Co., Inc. is a registered investment advisor and broker-dealer that has been helping families invest and manage financial assets for over 100 years. Headquartered in Rochester, New York, Sage Rutty provides a wide range of services including investment management through various wrap fee programs, retirement planning, financial planning, and management of held-away retirement accounts. The firm utilizes multiple custodians such as Charles Schwab, First Clearing, and SEI Investment Management Corporation to execute trades and custody client assets. Sage Rutty works with individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, focusing on creating personalized financial strategies that cover retirement income planning, tax strategies, estate planning, and risk management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees vary by program. Rates shown are for the Asset Advisor program. Other programs such as PIM, Schwab, and SEI feature rates ranging from 1.00% to 2.00% for initial tiers and are negotiable for balances over $1,000,000.