SAGE Capital Advisors, LLC
SEC RegisteredAbout the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the First $1,000,000 | 1.50% |
| On the next $3,000,000 (1-4 Million) | 1.30% |
| On the next $3,000,000 (4-7 Million) | 1.20% |
| On the next $3,000,000 (7-10 Million) | 1.10% |
| All assets over $10 Million | 1.00% |
| Plan Participants/Sponsors $0-$499,000 | 0.80% |
| Plan Participants/Sponsors $500,000-$9,999,999 | 0.70% |
| Plan Participants/Sponsors $10,000,000-$14,999,999 | 0.60% |
| Plan Participants/Sponsors $15,000,000-$24,999,999 | 0.50% |
| Plan Participants/Sponsors $25,000,000-$49,999,999 | 0.40% |
| Plan Participants/Sponsors $50,000,000 and above | 0.30% |
Data as of September 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAGE Capital Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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