Sage, Rutty & Co., INC.
Assets Under Management
$3.0B
Number of Clients
7,702
Number of Advisors
40
Average Client AUM
$392K
AUM per Advisor
$75.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sage Rutty & Co., Inc. is a registered investment advisor and broker/dealer. They offer advisory services through wrap fee programs, a financial planning department, and QRP. Services are customized to individual client needs and may include financial planning.
Fee Structure
Sage Rutty offers various programs with different fee structures. Financial planning fees are either a fixed $3,000 for a comprehensive plan or hourly rates ranging from $250 to $500. Wrap fee programs include management, performance reporting, and transaction fees. QRP program fees range from 0.05% to 1.00% of the account value, with an annual minimum fee of $250 to $1,000. Other program fees are listed as a percentage of assets under management. Fees may be negotiable based on account size and services provided.
Areas of Practice
Location
100 Corporate Woods, Suite 300, Rochester, NY, 14623