Sage Advisory Services CO Review


Trust Score 97%
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Sage Advisory Services CO, federally registered in 1996, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 37 advisors. Sage Advisory Services CO manages $10.8 billion and provides investment advisory services for 1,491 clients (1:41 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 41 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm may recommend proprietary investments and products that generate larger commissions than other similar non-proprietary products
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $10.8 billion
Average Account AUM $7,248,858
Hybrid Advisor No
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $100,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:41
Headquarters Austin, TX
SEC Filings Forms and Brochures


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