| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50M+ | 0.20% |
Fees negotiable over $50 Million
Sage is compensated by a percentage of assets under management or a fixed fee, as negotiated in the client agreement. Fees are invoiced directly to clients, generally in advance on a quarterly basis. The brochure mentions negotiating fees based on circumstances. Clients are responsible for brokerage commissions, transaction fees, and other related costs. Wrap program clients pay an asset-based fee to the Sponsor Firm, who then pays Sage an advisory fee.
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX, 78735-6202
Get directionsNo 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 →Andrew is an officer and pilot in the Navy Reserves since 2008. This takes about 10-20% of his time and is not investment related.