Overview

Headquarters
St. Petersburg, FL
Total Firm Assets
$163 million
Average High-Net-Worth Client Portfolio Size
$3.1 million

Fee Disclosure

Source: SAGACE WEALTH MANAGEMENT LLC ADV BROCHURE (2026-02-20) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.95%
$1,000,001 $2,500,000 0.85%
$2,500,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.65%
$10,000,001 $25,000,000 0.49%
$25,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,500 0.95%
$5 million $41,000 0.82%
$10 million $73,500 0.74%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
89.81%
Number of High-Net-Worth Clients
47
Total Client Accounts
263
Discretionary Accounts
263

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
307212
  • SAGACE WEALTH MANAGEMENT LLC ADV BROCHURE (2026-02-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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