Sagespring Wealth Partners
Assets Under Management
$6.5B
Number of Clients
10,811
Number of Advisors
110
Average Client AUM
$600K
AUM per Advisor
$59.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SageSpring Wealth Partners, based in Franklin, TN, provides personalized investment advisory services, including discretionary investment management and financial planning. They tailor services to individual client needs, considering financial goals, risk tolerance, and time horizon. They may use individual stocks, bonds, ETFs, options, mutual funds, and alternative investments. They also offer retirement plan consulting to employer plan sponsors.
Fee Structure
Fees are based on a percentage of assets under management or fixed fees, and are negotiable. The maximum hourly fee for financial planning and consulting is $500. Flat fees for financial planning range from $1,500 to $50,000. Retirement plan consulting flat fees range from $750 to $100,000, or up to 1.00% of plan assets. Dynasty Platform Fees range from 0-0.30% annually, independent fixed income manager fees range from 0-0.90% annually, and independent equity manager fees range from 0-1.50% annually.
Areas of Practice
Location
801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067