Sage Advisory Services Ltd CO
Assets Under Management
$25.0B
Number of Clients
12,206
Number of Advisors
39
Average Client AUM
$2.0M
AUM per Advisor
$640.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sage Advisory Services offers investment management services to individuals, high net worth individuals, and institutional clients. They utilize a repeatable process with strong risk-control disciplines. Services include investment management, liability directed investment solutions, fiduciary services, and insurance company specific services. They also offer model provision services and manage collective investment funds.
Fee Structure
AUM-Based Fees (Tiered)
| 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
Fee Estimator
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.
Areas of Practice
Location
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX, 78735-6202