S
SagePoint Capital Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
SagePoint Capital Partners LLC provides investment advisory and related services to individuals, families, institutional investors, other registered investment advisers, and pooled investment vehicles. Its service set includes discretionary and non‑discretionary portfolio management through separately managed accounts and private fund offerings, financial planning and consulting, retirement plan services, and multi‑family office support such as tax return preparation and M&A advisory.
The firm tailors portfolios and written plans to clients’ objectives, risk tolerances, and constraints, using both proprietary model programs and bespoke strategies implemented on a discretionary or non‑discretionary basis. It provides ongoing monitoring and periodic reporting, and also acts as a sub‑adviser or third‑party manager to other RIAs while serving as a fiduciary for retirement accounts under applicable ERISA guidance when recommending rollovers.
Compared with many small or newly registered advisers, SCP blends several features that are less common: it offers both hourly and negotiable fixed‑fee financial planning alongside asset‑based portfolio management for retail and institutional clients, and it sponsors affiliated private fund offerings that may include performance‑based compensation. The brochure also discloses use of a broad set of research sources (including some nontraditional media) and notes the firm is newly registering with the SEC and currently reports no regulatory assets under management.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Private / alternative investments
Tax-loss harvesting
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Established Professionals
Fee options
Fixed-fee financial planning generally ranges from $2,500 to $20,000; one-time engagement fees up to $3,500; ongoing engagement fees up to $10,000 per year, all negotiable.
$0 - $249,999: 1.50% $250,000 - $499,999: 1.40% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $14,999,999: 0.75% $15,000,000 - $24,999,999: 0.65% $25,000,000 - $49,999,999: 0.55% $50,000,000 - $99,999,999: 0.30% $100,000,000 - $249,999,999: 0.20% $250,000,000+: 0.15%
Up to $300 per hour for Investment Consulting and Financial Planning services.
Private Funds charge a management fee of 1% annually and a performance allocation of 20% of fund gains above a high-water mark ("2 and 20" fee structure). Minimum capital contribution usually $50,000, may be waived.
Account minimum: $5,000,000 Fee-only: Investment Consulting typically billed up to $300 per hour; fixed fee financial planning ranges generally from $2,500 to $20,000, with one-time engagement fees up to $3,500 and ongoing engagement fees up to $10,000 per year, all negotiable.
Main office location
SagePoint Capital Partners LLC
Mcewen Northside, Block E, 4020 Aspen Grove Drive, Suite 355
Franklin TN 37067, United States
Number of offices
2
Most active in
SagePoint Capital Partners LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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