How does the advisor help clients – Key Takeaways:
The SAGE COLLECTIVE is a team of highly experienced and knowledgeable financial experts that offer a range of services to help clients achieve their financial goals. They provide personalized guidance and support to clients, helping them navigate the complex world of finance and make important financial decisions.
Facts and Insights
As of 2021, SAGE COLLECTIVE manages over $1 billion in assets under management for its clients. The firm has a team of 15 advisors, each with a deep understanding of the financial industry and a commitment to providing exceptional service to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 15 | 10 years |
Financial Services Offered
SAGE COLLECTIVE offers a comprehensive range of financial services to clients, including wealth management, tax planning, retirement planning, estate planning, and risk management. The firm takes a holistic approach to financial planning, ensuring that all aspects of clients’ finances are taken into consideration.
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. SAGE COLLECTIVE understands that each client has unique financial needs and goals, and they tailor their services to meet these specific needs.
Fees & Compensation
SAGE COLLECTIVE is a fee-only firm, which means they do not earn commissions or sell products. Instead, they charge a percentage of assets under management as their fee, ensuring that their interests are aligned with their clients’. This fee structure promotes transparency and ensures that clients receive unbiased advice.
Background
SAGE COLLECTIVE was founded in 2011 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Smith saw a need for a firm that could provide comprehensive and unbiased financial guidance to clients, and thus, SAGE COLLECTIVE was born. The firm has since grown to become one of the most reputable and successful financial advisory firms in the country.
Financial Advisor Disclosures to Know
SAGE COLLECTIVE believes in transparency and strives to maintain open and honest communication with its clients. As such, the firm discloses any potential conflicts of interest and potential risks associated with their investment strategies to clients. They also adhere to all legal and ethical guidelines set forth by the financial industry regulatory authorities.