Sage Rhino Capital offers asset management and financial planning services to help clients meet their financial goals. For asset management, they create investment approaches using stocks, bonds, ETFs, and other investments, continuously monitoring and rebalancing portfolios. They also offer standalone financial planning and consulting services covering investment, retirement, estate, tax, education, and real estate planning. Sage Rhino Capital also provides retirement plan consulting to employer plan sponsors.
Fee Structure
Sage Rhino Capital offers asset management services where they manage your investments and provide financial planning. The maximum annual fee is 1.50% of your portfolio, billed monthly in advance. This fee is negotiable. If Sage Rhino Capital uses a third-party investment advisor to help manage your portfolio, you'll pay an additional fee up to 1.00%, but the combined fees will not exceed 2.50%.