SAGE 360 Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high-net-worth clients as well as trusts and estates, managing roughly $21 million for a small client base of about two dozen households. It offers ongoing portfolio management, one-time and hourly financial planning, and will refer clients to third‑party money managers for outsourced management when appropriate.
The firm documents client objectives in individualized Investment Policy Statements and relies primarily on fundamental analysis while employing a range of strategies, including long- and short-term trading, margin, and options writing. Although client agreements may seek discretionary authority, the firm reported that virtually all assets were managed on a non‑discretionary basis as of the latest filing, an arrangement that differs from most peers.
A principal of the firm also maintains an active law practice on a part‑time basis, creating an uncommon affiliation with a law firm that may affect how legal and financial matters are coordinated. The firm discloses a fee‑sharing arrangement when directing clients to third‑party managers, which is a potential conflict of interest to consider alongside its small, closely managed client roster.
Client services
Expertise
Fee options
Fixed fees range between $1,500 and $15,000
$1 - $999,999: 2.00% $1,000,000 - $4,999,999: 1.75% $5,000,000 - $9,999,999: 1.60% $10,000,000+: 1.50%
Hourly fees range between $125 and $300
Account minimum: $250,000 Fee-only: Fixed fees $1,500 to $15,000; Hourly fees $125 to $300 per hour
Main office
See officeStuyvesant NY
Advisors at this office
1
Most active in
New York · Wyoming
Also doing business as
Private Consulting Group · Sage 360 Advisors LLC · Sage360 Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Cristine C
Series 63, Series 65
Sheridan, WY
SAGE 360 Advisors LLC
Cristine Calkins is the principal advisor at Goose Valley Consulting, LLC, an independent firm based in Sheridan, Wyoming. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Goose Valley Consulting, she worked at Frontier Asset Management for twelve years. Outside of financial advising, she owns and operates Goose Valley Consulting, a non-investment business, and manages an Airbnb property in Sheridan. Goose Valley Consulting serves a small number of clients, including individuals, high-net-worth individuals, and trusts, focusing on written financial plans, one-time consultations, and as-needed advice rather than ongoing portfolio management. The firm uses fundamental analysis to develop tailored plans and refers clients to third-party money managers when active asset management is desired.
Kathleen P
Series 63
Stuyvesant, NY
SAGE 360 Advisors LLC
Kathleen Peer is a financial advisor at SAGE 360 Advisors LLC with 30 years of industry experience. She holds a Series 63 designation and has worked at Peer Law Firm since 2011 while also serving at Sage360 Advisors since 2007. Outside of financial advising, she is an investor in Coalbed Methane Solutions LLC, a company that develops and manufactures down-hole sensor equipment for oil and gas wells. SAGE 360 Advisors serves individual and high-net-worth clients, as well as trusts and estates, managing approximately $21 million for about two dozen households. The firm provides portfolio management and financial planning services, primarily using fundamental analysis and a variety of investment strategies, and maintains a mostly non-discretionary management approach.
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