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
SageSpring Wealth Partners, based in Franklin, TN, offers personalized investment advisory services, including investment management and financial planning. They tailor services to individual client needs, basing fees on AUM or fixed fees. They utilize Dynasty Financial Partners for back-office support and offer access to third-party money managers.
801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067