About SAGE HOSPITALITY INVESTMENT ADVISOR LLC
SAGE HOSPITALITY INVESTMENT ADVISOR LLC is a leading financial advisory firm that serves clients in the hospitality industry. The firm has a team of highly skilled and experienced professionals who provide tailored investment advice to meet the unique needs and goals of their clients. With a focus on financial stability and growth, SAGE HOSPITALITY INVESTMENT ADVISOR LLC offers a wide range of financial services to assist clients in making sound investment decisions.
How does the advisor help clients – Key Takeaways:
- Offers personalized investment advice tailored to each client’s individual needs and goals
- Specializes in providing financial services to clients in the hospitality industry
- Emphasizes financial stability and growth for clients
- Has a team of highly skilled and experienced professionals
Facts and Insights
SAGE HOSPITALITY INVESTMENT ADVISOR LLC has been in business for over 10 years, with a track record of success and satisfied clients. As of 2021, the firm has over $500 million in assets under management and employs a team of 20 dedicated advisors. With an emphasis on building long-term relationships with clients, the firm has maintained a high client retention rate and a strong reputation in the hospitality industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 20 |
Financial Services Offered
SAGE HOSPITALITY INVESTMENT ADVISOR LLC offers a wide range of financial services to help clients achieve their investment goals. These services include but are not limited to:
- Portfolio management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm primarily serves clients in the hospitality industry, including hotel owners, developers, and management companies. However, SAGE HOSPITALITY INVESTMENT ADVISOR LLC also works with a diverse range of individual and institutional clients across various industries.
Fees & Compensation
SAGE HOSPITALITY INVESTMENT ADVISOR LLC charges a fee based on a percentage of assets under management, which may vary depending on the specific needs and goals of each client. The firm operates on a fee-only basis, meaning they do not receive any commissions or kickbacks from selling financial products or services.
Background
The team at SAGE HOSPITALITY INVESTMENT ADVISOR LLC has decades of combined experience in financial services and a deep understanding of the hospitality industry. The firm is committed to providing transparent, unbiased, and personalized advice to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, SAGE HOSPITALITY INVESTMENT ADVISOR LLC is committed to transparency and full disclosure to clients. As such, the firm fully complies with all regulatory requirements, including disclosing any potential conflicts of interest and providing clear and accurate information to clients.