Sagevest Wealth Management
Assets Under Management
$358.5M
Number of Clients
132
Number of Advisors
4
Average Client AUM
$2.7M
AUM per Advisor
$89.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SageVest Wealth Management provides investment management and financial advisory services to individuals, families, trusts, and other entities. They offer comprehensive wealth management services, tailoring recommendations to each client’s unique needs, goals, and objectives. SageVest operates as an independent, fee-only advisory firm, primarily investing client assets in mutual funds, ETFs, and individual bonds.
Fee Structure
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.
Areas of Practice
Location
1320 Old Chain Bridge Road, Suite 250, Mclean, VA, 22101
