Sage Advice Financial manages investment portfolios and provides personalized financial guidance for individuals, high-net-worth clients, and businesses. The firm creates customized Investment Policy Statements based on each client's goals, time horizon, and risk tolerance, focusing primarily on equities, mutual funds, exchange-traded funds, and fixed-income securities. Sage Advice Financial employs various analytical methods, including fundamental, technical, quantitative, and cyclical analysis, alongside modern portfolio theory. In addition to standard portfolio management, the firm offers an optional active trading equity strategy for clients seeking more frequent market engagement. Sage Advice Financial requires clients to hold their assets through Charles Schwab & Co., Inc. and operates with discretionary authority to execute trades on behalf of clients. The firm is led by Jared Peck, who also provides fractional Chief Financial Officer services to outside companies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Optional active trading equity strategy is charged at 2.00%. Fees for Utah clients will not exceed 1.50%. Fees are generally negotiable.