Sagewater Wealth Management offers investment management services using separately managed accounts. Sagewater primarily uses a single investment strategy focused on value investing in common stocks, but can offer separate strategies based on client needs. Sagewater focuses on financially durable, well-run businesses at the right price, aiming for long-term growth and low risk. Sagewater does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Sagewater Wealth Management offers two distinct investment strategies with different performance fee structures: Growth Investment Management and Income Investment Management. A performance fee of 15% is charged on the annual returns that exceed a 6% hurdle rate (Growth) or 3% hurdle rate (Income) after the deduction of the management fee. This fee is calculated and charged at the end of the year and is applicable to qualified clients only, defined as any client with: net worth of at least $2.2 million (excluding primary residence), or at least $1.1 million invested with Sagewater. Fees, account minimums, and their applications to family circumstances may be negotiable. We may waive our advisory fees for employee-related accounts, family members, and certain other accounts, at our discretion.