SAGE TREE WEALTH

10 East Church Street
Fairport, New York 14450
Tel: 5855002579

About SAGE TREE WEALTH

SAGE TREE WEALTH, formally registered with the SEC as SAGE TREE WEALTH. The firm was established in 12/06/2018. They have over 1 offices throughout the country.

SAGE TREE WEALTH is a Fairport, New York based Financial Planning firm with nearly $58,437,033 assets under management, offering retirement planning & investment advisory services to 259 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298951
SEC#	801-114389
Assets Managed by Firm	$58,437,033
No. of Clients	259
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	259	$58,437,033
Individuals (other than high net worth individuals)	243	$22,830,305
High net worth individuals	3	$5,067,425

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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