Our minimum fee is $5,000, but can be adjusted if complexity and certain services are not needed.
We offer flat-fee models that blend financial planning, ongoing implementation of recommendations and investment advisory services for one, transparent fee.
As fiduciaries, we have a duty of loyalty and duty of care which means we are legally bound to put the interests of our clients first and to provide sound and prudent advice to our clients. As we are fee-only so we are not incentivized by product sales and only receive payment from our clients.
Yes, for many of our clients, these can be their largest assets. We look at your entire financial picture to give you the best advice.
A fiduciary is a person who holds a legal or ethical relationship of trust with another. A fiduciary is legally bound to act in the best interest of their client. At Sage Wealth Planning, we embrace the fiduciary standard.