SagePro Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SagePro Wealth Management provides tailored portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, foundations, and charitable organizations. The firm gathers clients’ financial information and risk tolerance to design personalized investment strategies and may accept client‑imposed restrictions, with services delivered on a discretionary basis.
The firm’s investment approach draws on fundamental analysis, modern portfolio theory, and technical analysis and employs a range of strategies including long‑ and short‑term positions, short sales, margin transactions, trading, and options strategies. Portfolios are reviewed at least quarterly, and clients receive periodic reporting from custodians; SagePro also documents procedures to align investments with client objectives and risk tolerances.
Notably, SagePro charges performance‑based fees to “qualified clients” (clients with net worth over $2.7 million or accounts of $1.4 million or more), equal to 10% of quarterly net gains subject to a high‑water mark and assessed in arrears while a separate management fee is also charged. Serving pension and profit‑sharing plans and using a performance‑fee model are both uncommon among independent advisers of this type, and the brochure discloses policies intended to address conflicts from side‑by‑side management and valuation of less liquid holdings.
Client services
Expertise
Fee options
$1,000 to $10,000 fixed fee for financial planning
$0.00 - $500,000.00: 2.0% $500,001.00 - $1,000,000.00: 1.5% $1,000,001.00+: 1.0%
$250 per hour for financial planning
10% of quarterly net gain, charged to qualified clients with net worth > $2,700,000 or assets managed >= $1,400,000
Account minimum: $250,000
Main office
Chantilly VA
Advisors at this office
1
Most active in
Maryland · Virginia
Also doing business as
Sagepro Wealth Management · Sagepro Wealth Management 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 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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Lawyer
They provide legal services, typically billed separately.
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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
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