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 66
Industry experience
3 years
Matthew Magee is a financial advisor at Sage, Rutty & Co., Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wiley Edge, Morgan Stanley Distribution, Inc., and J.P. Morgan Chase & Co. Sage, Rutty & Co., Inc. serves a diverse range of individual and institutional clients, offering portfolio management, financial planning, wrap-fee programs, and qualified retirement plan advisory services. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver written plans and customized investment recommendations across multiple management 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
Sage, Rutty & Company, Inc.
2024 - Present (2 years)
Wiley Edge
2022 - 2024 (2 years)
Self Employed
2020 - 2022 (2 years)
Morgan Stanley Distribution, Inc.
2017 - 2020 (3 years)
J.P. Morgan Chase & Co.
2015 - 2017 (2 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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