Sage Investment Counsel

Sage Investment Counsel LLC is a financial advisor firm based in Franklin, TN, providing investment advice and managing investment securities for clients. The firm was founded in 1989 and has been registered as an investment adviser since 2010. They offer ongoing portfolio management, recommend various mutual funds, index funds, ETFs, and fixed income securities. Sage Investment Counsel may manage accounts on a discretionary or non-discretionary basis and monitor the return performance of client assets. Clients have the option to have their accounts monitored, including "held-away" accounts. The firm may recommend American Funds for certain investment portfolios, particularly F-2 Class Shares in fee-based programs. They also offer consulting services for employer-sponsored SIMPLE plans and financial planning services. The firm charges asset-based fees, with a maximum annual fixed fee of 1.5% for managed accounts. Performance-based fees are available through the "MAGI" program, where fees are based on the account's performance. Sage Investment Counsel does not accept compensation for the sale of securities but may receive benefits from their custodial broker-dealer, Charles Schwab & Co., Inc. The firm does not have physical custody of client funds and securities but maintains safeguards and uses an independent custodian. Clients receive quarterly account statements and have access to performance reports. Sage Investment Counsel emphasizes a long-term approach to investing, with a focus on managing portfolios to reach individual client investment goals. The firm discloses its privacy policy and procedures to safeguard client information in compliance with Regulation S-P. Clients are encouraged to provide updated information to ensure accurate financial planning. For any questions or updates to personal information, clients can contact the Chief Compliance Officer at the firm.