Sage Advisors, LLC
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Overview
Sage Advisors, LLC is a financial advisor company based in New York, New York. The firm has $296.1 million in total assets throughout 26 accounts, making it a mid-tier firm in the country by assets under management (AUM). It has a small group, including 14 financial advisors. Sage Advisors, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as options, bonds and equities.
Sage Advisors, LLC administers all of the company's client assets on a discretionary basis. Discretionary management signifies that transaction judgments for the client's account are made by a portfolio manager without needing to seek client approval. Sage Advisors, LLC's typical account size is $11.4 million. An average advisor at Sage Advisors, LLC oversees about two client accounts, placing it among the most personalized firms in the country.
The company's central office is located at 99 Park Avenue, New York, New York 10016. Sage Advisors, LLC is permitted to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sage Advisors, LLC by the Numbers
$296.1 million
19
26
$11.4 million
Products and Services
Services offered by Sage Advisors, LLC can include portfolio management for pooled investment vehicles and selection of other advisers. Notably, the firm did not provide any of its clients with financial planning services in the last fiscal year. Sage Advisors, LLC is not involved in selling products or offering services other than investment advice to its investment advisory customers. Sage Advisors, LLC also has a number of financial industry affiliations, including with an insurance company or agency and pension consultant.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on which service is offered. However, fees charged by Sage Advisors, LLC typically consist of the following fee type: asset-based. Sage Advisors, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its 26 clients, Sage Advisors, LLC's largest client by number of accounts is pooled investment vehicles. None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sage Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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