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Home > Retirement Planners > tennessee > franklin > SAGE INVESTMENT COUNSEL
SAGE INVESTMENT COUNSEL
142 5th Avenue North
Suite A
Franklin, Tennessee 37064
Tel: 615-591-1210
About SAGE INVESTMENT COUNSEL
SAGE INVESTMENT COUNSEL, formally registered with the SEC as SAGE INVESTMENT COUNSEL. The firm was established in 06/04/2021. They have over 2 offices throughout the country.
SAGE INVESTMENT COUNSEL is a Franklin, Tennessee based Financial Planning firm with nearly $121,221,050 assets under management, offering retirement planning & investment advisory services to 171 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116907 |
| SEC# | 801-121406 |
| Assets Managed by Firm | $121,221,050 |
| No. of Clients | 171 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 171 | $121,221,050 |
| Individuals (other than high net worth individuals) | 28 | $9,342,897 |
| High net worth individuals | 24 | $111,878,153 |
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|---|---|---|---|
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