Advisor at Sage, Rutty & Co., Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sage, Rutty & Co., Inc.
Location
Rochester, NY 14623
Credentials
Series 65, Series 66
Industry experience
22 years
Curt Ehrlich is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY. He holds Series 65 and Series 66 licenses and has 22 years of industry experience, including 21 years with Sage, Rutty & Co. Sage, Rutty & Co., Inc. provides advisory services to a diverse range of individual and institutional clients, managing over $3 billion in assets. The firm employs a client-specific approach combining financial planning and customized investment recommendations, offering both discretionary and non-discretionary management across multiple program platforms.
Based on Sage, Rutty & Co., Inc.
Based on Sage, Rutty & Co., Inc.
Comprehensive Financial Plan fee is a fixed published fee of $3,000.
$0 - $250,000: 3.00% $250,001 - $1,000,000: 2.50% $1,000,001+: 2.00% or negotiable depending on program
Hourly fees range from $250 to $500 per hour for financial planning or consulting services.
Account minimum: $10,000 Minimum fee: Minimum fees vary by program; for example, Wells Fargo COMPASS program has a minimum fee of $250 per calendar quarter. Fee-only: Financial planning fixed fee $3,000; hourly fees $250-$500 per hour.
100 Corporate Woods, Suite 300
Rochester, NY 14623
Florida · New York
Sage, Rutty & Company, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
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Series 63, Series 65
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