Sagace Wealth Management
Assets Under Management
$156.5M
Number of Clients
74
Number of Advisors
7
Average Client AUM
$2.1M
AUM per Advisor
$22.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sagace Wealth Management, LLC is an RIA offering discretionary portfolio management and financial planning services tailored to clients' needs. They require discretionary authority to manage accounts, allowing them to formulate investment strategies and select securities. Financial planning services range from broad-based to single-subject planning, with written plans designed to achieve financial goals. The firm primarily advises on ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.49% |
| $25M+ | 0.49% |
Amounts over $25,000,001 are negotiable. The fee from the previous tier is used.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management, billed quarterly in arrears. For standalone financial planning, the hourly fee is $250, and fixed fees range from $500 to $1,000. The financial planning fee is negotiable. The firm may combine account values of family members living in the same household to determine the applicable advisory fee. Fees are negotiable depending on individual client circumstances.
Areas of Practice
Location
877 Executive Center Drive West, Suite 100, St. Petersburg, FL, 33702