SageGuard Financial Group, LLC logo

SageGuard Financial Group, LLC

Updated today

Total assets under management

$607,720,000

Total clients

2,284

4% high-net worth

Total advisors

12

of 12 employees

Firm size

Multi Team

Average clients per advisor

190

Average account size

$266,077

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning services ranging from $200 to $2,000, payable one-third upfront with remainder due upon presentation of the plan.

Percentage

$0 - $250,000: 1.80% annually (total client fee) $250,001 - $750,000: 1.60% annually (total client fee) $750,001 - $1,000,000: 1.40% annually (total client fee) $1,000,001+: 1.20% annually (total client fee)

Commissions

Investment adviser representatives may accept commissions for sale of securities and insurance products, but commissions are not the primary source of income and advisory fees are not reduced to offset commissions.

Project-based

Financial planning services charged at $100 per hour, billed in six-minute increments, minimum two hours payable upon agreement.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

SageGuard Financial Group, LLC

3066 Business Park Circle

Goodlettsville TN 37072, United States

Number of offices

2

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