Thank you for visiting SAGE INVESTMENT COUNSEL. With over 20 years of experience, SAGE INVESTMENT COUNSEL provides financial expertise to clients in various industries and backgrounds. As a trusted financial advisor, SAGE INVESTMENT COUNSEL strives to assist its clients in achieving their financial goals through specialized services and personalized strategies.
How does the advisor help clients – Key Takeaways:
- SAGE INVESTMENT COUNSEL provides expert financial guidance to clients with a professional and personalized approach.
- They offer a wide range of financial services and strategies to help clients reach their unique financial goals.
- Their team of advisors has over 20 years of experience and specializes in various industries and backgrounds.
- SAGE INVESTMENT COUNSEL works closely with clients to create customized financial plans tailored to their individual needs and goals.
Facts and Insights
SAGE INVESTMENT COUNSEL is a reputable financial firm with a proven track record of success. Their team of experienced advisors offers valuable insights and industry knowledge to their clients. With a focus on personalized solutions, SAGE INVESTMENT COUNSEL stays up-to-date on the latest trends and market changes to provide clients with the best financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
- Investment Management
- Retirement Planning and Management
- Estate Planning
- Tax Planning and Management
- Education Planning
- Wealth Management
- Insurance Planning
- And more
Client Types
SAGE INVESTMENT COUNSEL caters to a diverse range of clients, including individuals, families, and businesses. They understand that every client has unique financial goals and needs, and they strive to provide personalized services and solutions to meet those needs.
Fees & Compensation
SAGE INVESTMENT COUNSEL is a fee-based financial advisor. This means that they charge a fee for their services instead of earning commissions from selling products. This fee structure ensures that their advice is always in the best interest of their clients and aligns with their goals. The exact fees may vary depending on the services and strategies chosen by the client.
Background
SAGE INVESTMENT COUNSEL was founded over 20 years ago with a mission to provide expert financial guidance and personalized solutions to clients. Their team of advisors consists of highly experienced and knowledgeable professionals who are committed to helping clients achieve financial success.
Financial Advisor Disclosures to Know
SAGE INVESTMENT COUNSEL is a registered investment advisor (RIA) that is regulated by the Securities and Exchange Commission (SEC). They are required to disclose any potential conflicts of interest and adhere to strict fiduciary standards, meaning they must act in their clients’ best interests at all times. Clients can also access detailed information about SAGE INVESTMENT COUNSEL, including their services, fees, and disciplinary history, on the SEC’s website.