Sage Investment Counsel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sage Investment Counsel provides ongoing portfolio management, annual financial planning, and retirement-plan consulting to individuals (including high‑net‑worth clients), trusts, businesses, and plan sponsors. Like many team advisers, it charges asset‑based fees for managed accounts and performs both discretionary and non‑discretionary management while offering performance measurement and monitoring of “held‑away” accounts.
The firm typically pursues a long‑term, concentrated equity approach—often holding a relatively small number of positions—while also using mutual funds, ETFs, and cash as portfolio building blocks. Sage discloses the use of more advanced techniques when appropriate, including options strategies and margin borrowing, and it conducts continuous account monitoring with periodic formal client reviews.
Sage’s offerings that are less common among peers include its negotiated performance‑based “MAGI” program for concentrated portfolios (fee structured as a share of account performance with negotiated hurdles and a cap) and its explicit acceptance of derivatives and borrowing in client accounts. The firm also provides ERISA‑oriented SIMPLE IRA consulting and a formal performance‑measurement service for client assets, features that differentiate it from many similarly sized team advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees up to $15,000 annually, payable quarterly in advance, negotiable based on client’s situation and complexity.
Insurance commissions earned by licensed associated persons separate from advisory fees; fixed annuity sales result in substantial up-front commissions and ongoing trails.
Performance-based fees up to 15% of account total return annually for MAGI accounts with negotiated monitoring fee up to 0.25%. Fees subject to hurdles and high water marks.
Account minimum: $2,000,000 Fee-only: Maximum annual fixed fee of 1.5% of assets under management, payable quarterly, negotiable based on portfolio size and familial relationships.
Main office
142 5th Avenue North, Suite A
Franklin TN 37064
Advisors at this office
4
Most active in
Nebraska · Tennessee · Texas
Also doing business as
Mabry Calvin, LLC · Sage Investment Counsel · Sage Investment Counsel 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.
Advisors at this firm
Jackson C
Series 65
Franklin, TN
Sage Investment Counsel
Jackson Calvin is a financial advisor at Sage Investment Counsel with six years of industry experience and holds a Series 65 designation. His prior work includes roles at Mabry-Calvin and the University of Tennessee. He is also a passive member of Gunn Land Management LLC, a family farm holding company. Sage Investment Counsel offers ongoing portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, businesses, and plan sponsors. The firm employs a long-term, concentrated equity strategy supplemented by mutual funds, ETFs, and cash, and provides services including performance-based fee programs and ERISA-oriented SIMPLE IRA consulting.
Jonathan H
Series 63, Series 65
Franklin, TN
Sage Investment Counsel
Jonathan Henderson is a financial advisor at Sage Investment Counsel with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates and Sii. In addition to his advisory role, Henderson is also licensed as an insurance broker and practices as an attorney. Sage Investment Counsel provides investment management and financial planning services to individuals, retirement plans, trusts, charities, and businesses. The firm employs a long-term, concentrated portfolio approach with the use of mutual funds, ETFs, fixed income, and derivatives, and offers a performance-based fee program for qualified portfolios.
John D
Series 63, Series 65
Franklin, TN
Sage Investment Counsel
John Denney is a financial advisor with Sage Investment Counsel in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked for Wiley Bros. Aintree Capital, LLC for 30 years. Outside of advisory work, he is a member of MBA Trailhead LLC, a vacation rental business. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers both discretionary and non-discretionary management, including the use of hedging and leverage techniques in separately managed accounts.
William C
Series 63, Series 65
Franklin, TN
Sage Investment Counsel
William Calvin is a financial advisor at Sage Investment Counsel with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been co-owner of MABRY-CALVIN, LLC, an investment consulting and performance measurement firm, since 1989. He has also worked at Wiley Bros. Aintree Capital, LLC since 1990. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers both discretionary and non-discretionary management, including the use of hedging and leverage techniques in separately managed accounts.
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