Sagace Wealth Management provides investment advice tailored to clients' needs and objectives. They offer discretionary portfolio management services, including financial planning, where they manage investments on your behalf. Sagace also offers standalone financial planning and consulting services on specific financial topics. They primarily advise on ETFs but may recommend other investments based on your goals and risk tolerance.
Assets Under Management$160M
Clients80
Advisors7
Avg. per Client$2M
Avg. per Advisor$23M
www.sagacewealth.com ·www.facebook.com/sagacewealth ·www.linkedin.com/company/sagace-wealth-management
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees negotiable for amounts over $25,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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