Investment Management Services

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Our investment management services span the beginning stages of your investment journey to the time when you start withdrawing income during retirement. Our services include:

 

• Defining your goals

• Making recommendations for how you can best reach those goals

• Designing your customized investment portfolio

• Implementing your investment plan

• Monitoring your investment plan

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Fee Schedule

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Our fees for investment advisory services vary based on the amount of assets managed by Sage. Typically, fees are a fixed percentage of the assets under management (AUM). The AUM fee includes all investment recommendations and portfolio implementation, unless the client contract states otherwise. 

 

The fees for investment advisory services are billed on a tiered fee schedule. Family accounts may be combined for calculating breakpoints; some clients may pay a flat fee in lieu of the assets under management fee.

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Tiered Annualized Investment Management Fees

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Sage may permit exceptions to its fee policies. Such negotiated fees are approved on a case-by-case basis by the principals of Sage. The determining factors to a negotiated fee are the relative complexity of the client situation, size of the portfolio, and scope of services to be provided. In all cases, the fees will be agreed upon in advance and indicated in the client agreement.

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Consulting Services

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We also provide consulting services on assets not managed by Sage. In addition to consulting on private investment portfolios, we can provide consulting advice on a security, business transaction, consulting arrangement, or other unique issues we feel we can provide you with an expert opinion. 

 

Fee Schedule

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Clients may engage Sage on an hourly fee basis. Hourly fees are usually charged for various consulting services a client may request. Hourly fees are $175.00 per hour or a predetermined fee starting at $1,000.

 

Sage may permit exceptions to its fee policies. Such negotiated fees are approved on a case-by-case basis by the principals of Sage. The determining factors to a negotiated fee are the relative complexity of the client situation, size of the portfolio, and scope of services to be provided. In all cases, the fees will be agreed upon in advance and indicated in the client agreement.

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Investment Management for Plan Participants and Plan Sponsors

 

We are a fiduciary and can be authorized by a Plan to exercise our best judgment in investing, selling, and reinvesting securities in a retirement account. We do not hold any assets of the plan.

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Our services include:

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• Creating an investment policy statement

• Creating an investment lineup

• Monitoring the investment lineup

• Providing quarterly reports

• Replacing funds as necessary

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Fee Schedule

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Our fees for investment advisory services for plan participants and plan sponsors vary based on the amount of assets managed by Sage. Typically, fees are a fixed percentage of assets under management (AUM). The AUM fee includes all investment recommendations and portfolio implementation, unless the client contract states otherwise. 

 

The fees for investment advisory services for plan participants and plan sponsors are billed on a tiered fee schedule.

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Sage may permit exceptions to its fee policies. Such negotiated fees are approved on a case-by-case basis by the principals of Sage. The determining factors to a negotiated fee are the relative complexity of the client situation, size of the portfolio, and scope of services to be provided. In all cases, the fees will be agreed upon in advance and indicated in the client agreement.

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