Sagebrush Wealth Partners manages investment portfolios and provides financial planning for individuals and small business owners. The firm offers both discretionary and non-discretionary portfolio management, meaning Sagebrush Wealth Partners can either make trades on your behalf or provide recommendations for your approval. Portfolios are built using exchange-traded funds, individual stocks, and bonds, with a primary focus on long-term asset allocation and regular rebalancing. Clients can also request financial planning services focused on retirement, cash flow analysis, and general investment strategy. Client assets are held with independent custodians such as Altruist Financial or Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.75% |
| $25K - $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K+ | 0.50% |
Cash accounts are included for determining breakpoints but excluded from fee calculations. Fees are negotiable.