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Home > Retirement Planners > texas > austin > BLUE SAGE SERVICES, L.P.
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 |
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