Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sage Rutty offers various programs with different fee structures. Financial planning fees are either a fixed $3,000 for a comprehensive plan or hourly rates ranging from $250 to $500. Wrap fee programs include management, performance reporting, and transaction fees. QRP program fees range from 0.05% to 1.00% of the account value, with an annual minimum fee of $250 to $1,000. Other program fees are listed as a percentage of assets under management. Fees may be negotiable based on account size and services provided.
Areas of Practice
Advisor Information
Office location
100 Corporate Woods, Suite 300, Rochester, NY, 14623
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Douglas is a board of trustee member for Hope Hall School since 2019 and a fundraising board member for MCC Foundation since 2022. These activities are not investment-related and do not require significant time during trading hours.