Sage Advice Financial LLC (SAFL) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. SAFL creates an Investment Policy Statement for each client, outlining their current situation. SAFL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, ETFs and treasury inflation protected/inflation linked bonds, although SAFL primarily recommends equities. SAFL requires discretionary authority to select securities and execute transactions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable. The fee for the active trading strategy is 2.00%. Fees for Utah clients will not exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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