Sage Investment Counsel

Wealth Management Firm in Williamson County, TN

Firm Info
Address: 142 5th Ave N, Franklin, TN 37064, USA
Phone: (615) 591-1210

Firm Size
Assets Under Management: $128.9 million
# of Advisors: 4
# of Clients: 147
Client to Advisor Ratio: 37:1
Average Account Size: $877,125
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

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Sage Investment Counsel Overview

SAGE INVESTMENT COUNSEL is a registered investment advisory firm that provides investment advice only to individuals and small businesses. The firm is fee-only, which means that they do not receive commissions on the products they recommend. The company is headquartered in Franklin, TN and has been in business since 2021. SAGE INVESTMENT COUNSEL offers portfolio management for clients looking to invest in the stock market and other investment vehicles. The firm also provides pension consulting services, helping clients with retirement planning and understanding the complexities of 401(k) and other pension plans. In addition, SAGE INVESTMENT COUNSEL offers selection of other advisors – a service that assists clients in choosing other advisors or funds that may better suit their investment needs. The company also offers portfolio monitoring and reporting services, enabling clients to track their investments and keep up-to-date on their portfolio’s performance. Overall, SAGE INVESTMENT COUNSEL is dedicated to providing personalized investment advice to help their clients reach their financial goals.

SAGE INVESTMENT COUNSEL offers a wide range of financial services to a diverse group of clients in need. Their services cater to individuals seeking to enhance their financial portfolios, as well as high net worth individuals who require more personalized and sophisticated investment strategies. Their client base is made up of people from all walks of life, and SAGE INVESTMENT COUNSEL is committed to working with each client individually to create customized solutions that address their unique financial needs and objectives. In terms of fee structures, SAGE INVESTMENT COUNSEL offers clients different options depending on the service and level of engagement. Clients can choose to pay a percentage of assets under management (AUM), which is calculated based on the total value of their portfolio. Alternatively, clients can opt for fixed fees, which entail a predetermined cost for services rendered. Finally, performance-based fees are also available to clients who are interested in paying their financial advisor based on the returns they generate. These fee structures ensure that clients have the flexibility to choose an option that best suits their investment needs while providing the necessary transparency and accountability to foster continued trust and confidence.

Typical Clients, Fee Structures & Investment Minimum

According to SAGE INVESTMENT COUNSEL's Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Williamson County, TN Residents

Sage Investment Counsel has established a renowned reputation for providing comprehensive financial planning and investment management services to clients across Williamson County, TN. Our team of seasoned advisors creates personalized financial strategies to suit each client's unique investment objectives, wealth management goals, and family dynamics. We provide our clients with guidance on investment selection, estate planning, wealth transfer, tax management, and retirement planning. From growing families to retirees, we recognize that clients in Williamson County may face diverse financial challenges, including investment opportunities, debt management, retirement planning, and risk protection. With our knowledge and experience, we help our clients to navigate these challenges by taking a holistic approach to financial planning, focusing on the client's financial needs, investment styles, and risk tolerance. We collaborate with our clients every step of the way, ensuring their financial goals are consistently met and exceeded. Whether you're looking to invest for your future, plan for retirement or secure a legacy for your loved ones, Sage Investment Counsel is committed to safeguarding your financial future and wealth in Williamson County.


Services Offered by Sage Investment Counsel

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Sage Investment Counsel most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 142 5th Ave N, Franklin, TN 37064, USA
Phone (615) 591-1210
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Sage Investment Counsel is registered to service clients in the following states:

  • Tennessee

Disciplinary History

Sage Investment Counsel does not have any disclosures. Please visit it's Form ADV for more details.