SagePoint Capital Partners is a registered investment advisor based in Tennessee that manages investment portfolios and provides comprehensive financial planning services for individuals, families, and institutions. The firm offers separately managed accounts, private fund offerings, sub-advisory services, and multi-family office services, which include tax efficiency strategies, mergers and acquisitions advisory, wealth strategy, family governance, and philanthropic initiatives. SagePoint Capital Partners tailors its advisory services to the individual needs of clients and allows them to impose reasonable investment restrictions in writing. The firm emphasizes objective, client-focused investment advisory services designed to help clients achieve their financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $250.0M | 0.20% |
| $250M+ | 0.15% |
Fees are negotiable at the firm's discretion based on factors such as account size, potential future business, and family asset householding.