Sagevest Wealth Management

SageVest Wealth Management is an investment management and financial advisory firm established in 2007 by Jennifer Myers. The firm specializes in providing fee-only financial advisory services to individuals, families, trusts, and charitable accounts. They offer comprehensive wealth management services, including investment management and financial planning. SageVest is an SEC-registered investment advisor, managing assets totaling approximately $358.5 million as of December 31, 2024, on a discretionary basis. For investment management services, SageVest primarily invests in mutual funds, exchange-traded funds (ETFs), and individual bonds, aiming to grow and preserve clients' assets. The firm charges annual fees ranging from 0.40% to 1.00% of assets under management, with a minimum investment amount of $1,000,000. Clients can engage SageVest to manage all or a portion of their assets on a discretionary basis. SageVest's investment philosophy focuses on diversified multi-asset class portfolios tailored to individual client goals and risk tolerance. The firm conducts fundamental and technical analysis to make investment decisions and regularly reviews portfolios to ensure alignment with client objectives. Clients have the option to impose reasonable restrictions on their accounts, and SageVest emphasizes open communication and individualized service. The firm's Code of Ethics ensures that employees act in the best interests of clients, and SageVest does not engage in performance-based fees. Clients are encouraged to engage in broad financial discussions to facilitate proactive planning recommendations. SageVest recommends Charles Schwab as a Custodian Broker and does not vote proxies on behalf of clients. SageVest does not have any disciplinary events to disclose and does not require prepayment of fees or have financial conditions that impair its ability to meet commitments.