Sagebroadview Wealth Management, LLC

SAGEbroadview Wealth Management, LLC is an investment advisory firm established in 2000 and registered since 2001. The firm specializes in offering comprehensive Wealth Management Services, Consulting Services, and a Young Professionals Program. They manage assets on a discretionary basis and offer services such as Integrated Financial and Tax Planning, Portfolio Management, and other financial planning services. The firm's investment philosophy is grounded in Modern Portfolio Theory, focusing on long-term, buy-and-hold strategies with periodic rebalancing. The firm's fee structure includes a Portfolio Management fee of 0.50% of the market value of portfolio assets, a fixed fee for Financial and Tax Planning services, and a Quarterly minimum fee. Clients can participate in an automatic rebalancing program. The Young Professionals Program has an Onboarding Fee, a Monthly Fee, and a Portfolio Management Fee. Clients have the option to terminate the agreement within five business days without penalty. SAGEbroadview Wealth Management is a fiduciary acting in the best interests of clients. The firm's principals include Lawrence J. Annello, Christopher J. Annello, J. David Principe, and Sheri Ianetta Cupo. The firm's investment strategies are based on rigorous academic research, and they do not engage in performance-based fees or side-by-side management. The firm does not vote proxies for client securities and uses Charles Schwab & Co., Inc. and Altruist Financial, LLC as custodians. The firm's team includes Lawrence J. Annello, Christopher J. Annello, John David Principe, Karina Isabel Salés Linehan, and Daniel James Lester, all Certified Financial Planners.