BLUE SAGE SERVICES, L.P.

2700 Via Fortuna
Suite 300
Austin, Texas 78746
Tel: 512-536-1900

About BLUE SAGE SERVICES, L.P.

BLUE SAGE SERVICES, LP, formally registered with the SEC as BLUE SAGE SERVICES, LP. The firm was established in 07/09/2018. They have over 1 offices throughout the country.

BLUE SAGE SERVICES, L.P. is a Austin, Texas based Financial Planning firm with nearly $466,775,564 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297282
SEC#	801-113583
Assets Managed by Firm	$466,775,564
No. of Clients	2
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based
Other (MONITORING AND TRANSACTION FEES, EACH OFFSET BY MANAGEMENT FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$466,775,564

More Retirement Planning firms in Austin, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Austin, Texas

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.