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 $129,657,303 assets under management, offering retirement planning & investment advisory services to 192 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	$129,657,303
No. of Clients	192
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (PORTFOLIO MONITORING & REPORTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	192	$129,657,303
Individuals (other than high net worth individuals)	36	$8,521,506
High net worth individuals	32	$121,135,797

More Retirement Planning firms in Franklin, Tennessee:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

Explore More Retirement Advisors in Franklin, Tennessee

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.