SAGE ADVISORS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$575M

Discretionary

$536M

93% of AUM

Avg account

$834K

Accounts

690

Employees

Advisory reps

Firm details

Headquarters: EDMONDS, Washington
CRD number: 301328
Registered since: May 13, 2019
Website: www.sageadvisorsllc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI65.17%
Individuals24.92%
Pension & Profit Sharing Plans9.48%
Charitable Organizations0.43%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sage Advisors, LLC is an independent registered investment adviser that positions itself as a fee-based wealth manager for individuals, families and select institutional clients. The firm is SEC-registered (since 2019) and operates under an owner-type classified as individual. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars or workshops. Fee arrangements combine a percentage-of-assets-under-management model with fixed-fee engagements. Investment activity is concentrated in publicly available pooled vehicles and conventional fixed-income instruments rather than direct, concentrated stock picking. The firm does not identify itself as an active ESG investor. While it is not listed as a multi-state adviser, Sage Advisors, LLC maintains a small regional footprint that supports client servicing across multiple states.