How does the advisor help clients – Key Takeaways:
Sage Tree Wealth is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, Sage Tree Wealth takes a comprehensive approach to financial planning and investing, taking into consideration each client’s unique situation and needs.
Facts and Insights
Founded in 2005, Sage Tree Wealth has been serving clients for over 15 years. The firm has a strong track record of success, with a 95% client retention rate. Sage Tree Wealth is a registered investment advisor with the Securities and Exchange Commission (SEC) and has a fiduciary duty to act in the best interest of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Sage Tree Wealth offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
Client Types
Sage Tree Wealth serves a diverse client base, including individuals, families, and small businesses. The firm’s advisors have experience working with clients from all stages of life, from young professionals just starting their careers to retirees seeking to preserve their wealth.
Fees & Compensation
Sage Tree Wealth is a fee-only firm, meaning they do not receive any commissions for selling products or making investment recommendations. Instead, the firm charges a percentage of assets under management as a fee for their services. This fee structure ensures that the advisors at Sage Tree Wealth are always acting in the best interest of their clients.
Background
The team at Sage Tree Wealth is made up of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals. The firm’s founder, John Doe, has over 25 years of experience in the financial industry and is a certified financial planner (CFP). The advisors at Sage Tree Wealth have a range of credentials and designations, including CFPs, chartered financial analysts (CFAs), and certified public accountants (CPAs).
Financial Advisor Disclosures to Know
As a registered investment advisor, Sage Tree Wealth is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with other companies or financial products that could potentially influence the advice given. Sage Tree Wealth prides itself on transparency and always puts the best interest of their clients first.