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SAGE TREE WEALTH

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

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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

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

Firm CRD#:

298951

SEC#:

801-114389

No. of Clients:

259

Assets under Management

$58,437,033

No. of Advisors:

2

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