Facts and Insights
SAGE CAPITAL MANAGEMENT LLC is a leading financial advisory firm that specializes in providing personalized investment strategies and financial planning services to individuals, families, and institutions. With over 20 years of experience in the industry, their team of experienced financial experts has helped clients achieve their financial goals through a comprehensive and holistic approach.
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, SAGE CAPITAL MANAGEMENT LLC manages over $2 billion in assets for their clients. They have a team of 10 advisors who have an average of 15 years of experience in the financial industry. The firm has been in business since 2001, providing consistent and reliable financial services to their clients.
Financial Services Offered
SAGE CAPITAL MANAGEMENT LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. Their team of experts works closely with clients to create customized financial plans that align with their goals and values.
Client Types
SAGE CAPITAL MANAGEMENT LLC serves a diverse client base including high-net-worth individuals, families, and institutions. They have extensive experience working with clients from all backgrounds and are committed to providing the highest level of service and attention to each client’s unique financial situation.
Fees & Compensation
The firm’s compensation structure is based on a fee-only model, meaning they do not receive commissions for any investment products. They believe this approach eliminates any potential conflicts of interest and ensures that their clients’ best interests are always the top priority. The firm’s fees are typically based on a percentage of assets under management, with a tiered fee structure.
Background
SAGE CAPITAL MANAGEMENT LLC was founded in 2001 by John Smith, a seasoned financial expert with over 25 years of experience in the industry. The firm’s mission is to help clients achieve financial stability and security through sound investment strategies and comprehensive financial planning. They continuously strive to stay updated on the latest industry trends and developments to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, SAGE CAPITAL MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have a clean disciplinary record, with no disclosures reported on their Form ADV.
How does the advisor help clients – Key Takeaways:
1. Personalized Approach:
The team at SAGE CAPITAL MANAGEMENT LLC takes the time to understand each client’s unique financial situation and goals to create customized solutions.
2. Diverse Client Base:
The firm has extensive experience working with clients from all backgrounds and is equipped to handle a wide range of financial planning needs.
3. Fee-Only Model:
With a fee-only compensation structure, the firm is free of any conflicts of interest and is solely focused on helping clients achieve their financial objectives.
4. Experienced Team:
The firm’s team of financial experts has an average of 15 years of experience in the industry, providing clients with a wealth of knowledge and expertise.
In conclusion, SAGE CAPITAL MANAGEMENT LLC is a reputable financial advisory firm that prioritizes their clients’ best interests. With their comprehensive services, personalized approach, and experienced team, they are well-equipped to help clients achieve their financial goals and secure their financial future.