A complete list of active advisors currently associated with Sage Path Solutions

Warmer can help you find a great advisor at Sage Path Solutions or one who fits your needs even better.

Sage Path Solutions provides discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations and business entities, offering ongoing portfolio management as well as hourly or fixed-fee financial planning engagements. The firm generally charges percentage-of-AUM fees for managed accounts and documents client goals, time horizons and risk tolerances to tailor services. Investment programs are constructed using a mix of fundamental, technical, charting and cyclical analysis and are implemented under discretionary authority with client objectives and account restrictions recorded in client files or investment policy statements. The brochure discloses that the firm permits borrowing within separately managed accounts, and it frames that practice within its risk disclosures (including market and interest-rate risks) and custodial arrangements. Notable operational details include the firm’s use of third-party standing letters of authorization and direct fee deductions by custodians, and a practice of having clients receive and vote their own proxies rather than the adviser voting on their behalf. The firm also reports that its principals hold CFP and CDFA certifications and conducts quarterly reviews that include rebalancing and tax-loss harvesting considerations.

To learn more about the advisors currently working at Sage Path Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.