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 is a fee-only firm offering investment management and financial planning services. They focus on individualized relationships, comprehensive wealth management, and client-centric decision-making. They invest in diversified assets like mutual funds, ETFs, and individual bonds, avoiding proprietary products. Financial planning covers retirement, estate, tax, and cash flow planning.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Location
1320 Old Chain Bridge Road, Suite 250, Mclean, VA, 22101
