SAGE WEALTH PLANNING
How does the advisor help clients – Key Takeaways:
SAGE WEALTH PLANNING is a top financial planning firm that provides expert advice to clients. Through their extensive range of financial services and personalized approach, they assist clients in creating a secure financial future for themselves and their families.
Facts and Insights
SAGE WEALTH PLANNING has been in business for over 20 years and has a team of experienced financial advisors who are well-versed in various financial planning strategies. Their expertise and industry knowledge allow them to provide clients with valuable insights and recommendations that align with their financial goals and objectives.
The firm boasts an impressive track record of success, with a large majority of their clients reporting significant growth in their portfolios and overall financial stability.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15+ | 20+ years |
With a substantial AUM of $500 million, SAGE WEALTH PLANNING is equipped to handle a diverse range of clients and their financial needs. Their team of 15+ advisors has a combined experience of over 20 years, making them a reliable and trusted source for financial advice.
Financial Services Offered
SAGE WEALTH PLANNING offers an extensive range of financial services to help clients achieve their financial goals. These include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
By offering a comprehensive suite of services, SAGE WEALTH PLANNING ensures that all aspects of a client’s financial well-being are taken care of.
Client Types
SAGE WEALTH PLANNING works with a diverse range of clients, including high net worth individuals, families, and business owners. They also offer specialized services for corporate clients, such as retirement plans and employee benefit packages.
Fees & Compensation
As a fee-only financial planning firm, SAGE WEALTH PLANNING charges a percentage of AUM for their services. This ensures that their interests are fully aligned with those of their clients, as they do not earn commissions or bonuses for recommending specific products or investments. This fee structure also promotes transparency and clarity in the client-advisor relationship.
Background
SAGE WEALTH PLANNING was founded with the vision of providing personalized and comprehensive financial planning services to clients. With a team of experienced and knowledgeable advisors, the firm has established itself as a trusted partner in helping clients achieve financial success.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. SAGE WEALTH PLANNING has a clean record with no significant disclosures to report.