Overview
Assets Under Management: $130 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Frequently Asked Questions
SAGE INVESTMENT COUNSEL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116907), SAGE INVESTMENT COUNSEL LLC is subject to fiduciary duty under federal law.
SAGE INVESTMENT COUNSEL LLC is headquartered in FRANKLIN, TN.
SAGE INVESTMENT COUNSEL LLC serves 30 high-net-worth clients according to their SEC filing dated November 27, 2024. View client details ↓
According to their SEC Form ADV, SAGE INVESTMENT COUNSEL LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SAGE INVESTMENT COUNSEL LLC manages $130 million in client assets according to their SEC filing dated November 27, 2024.
According to their SEC Form ADV, SAGE INVESTMENT COUNSEL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.01
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 192
Discretionary Accounts: 192
Regulatory Filings
CRD Number: 116907
Last Filing Date: 2024-11-27 00:00:00
Website: https://sageinv.com