Sage Advisors, LLC

Sage Advisors, LLC is a Washington-based investment advisory firm established in 2001 and registered with the SEC. The firm offers tailored investment advisory services, including portfolio management and financial planning. Clients receive customized investment advice based on their financial goals, risk tolerance, and time horizon. Sage typically requires discretionary authority to implement investment recommendations directly within client accounts. The firm manages $275 million in client assets on a discretionary basis. For portfolio management and pension consulting services, Sage charges annual asset-based management fees based on a tiered fee schedule. The fees are negotiable and calculated based on the value of the portfolio. Clients are required to maintain brokerage accounts with Fidelity Brokerage Services LLC for administrative convenience and best execution. Sage does not engage in performance-based fees or side-by-side management. The firm does not receive soft dollar benefits or compensation for client referrals. Clients are encouraged to review account statements and reports provided by the custodian, Fidelity. Sage does not hold client funds directly and has no custody over client assets. The firm has no financial commitments that would impair its ability to meet client obligations. Sage and its principals have not been subject to bankruptcy petitions.