SAGE TREE WEALTH - Financial Advisor in New York, Fairport

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

About SAGE TREE WEALTH

SAGE TREE WEALTH is a Fairport, New York based financial advisory firm with nearly $58,437,033 in assets under management and provides investment advisory services for 259 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

298951

Firm SEC#:

801-114389

Assets Under Management:

$58,437,033

No. of Clients:

259

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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