How do you get paid?
We get paid by you. For our advisory clients, we are typically compensated on a fee-basis. This aligns our interests with yours. Most of these clients pay an advisory fee on the assets Sage Advisors manages. For the periodic client that wants ongoing advice but prefers to manage their own money, we find a mutually acceptable, ongoing planning fee.
There are a select few products from which we do receive commissions when we implement them with you. These include insurance products and some annuities. We value transparency and will explain to you the costs of these products and how we get paid on them when they apply to your individual circumstances.