SageVest is a fee-only firm. Investment management fees are based on a percentage of assets under management, ranging from 0.40% to 1.00% annually. Fee schedules may vary based on the size and complexity of the relationship. The firm has a minimum investment amount of $1,000,000 for new client relationships, though exceptions may be granted. Financial planning services are extended to investment management clients, with up to five hours of planning services annually per $500,000 of AUM. Additional financial planning services are billed hourly, ranging from $200 to $400 per hour for professional services and $80 per hour for administrative support.