Sage Saguaro manages investment portfolios and offers comprehensive financial planning services for individuals, high-net-worth clients, trusts, estates, and business entities. Led by founder Russell S. Schilt, Sage Saguaro builds personalized investment strategies using fundamental analysis and modern portfolio theory, with options for both discretionary and non-discretionary management, including the potential use of independent sub-advisors. Comprehensive financial planning covers a six-step process addressing financial positioning, tax strategies, retirement planning, employee benefits, business planning, education funding, insurance needs, and estate preservation. Sage Saguaro operates out of Glendale, Arizona.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.5M | 0.80% |
| $2.5M+ | 0.40% |
Fees are negotiable and accounts within the same household may be combined for a reduced fee.