Sage Path Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,846,582
Clients
62
31% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
HighAverage account size
$1,223,332
About
Sage Path Solutions provides discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations and business entities, offering ongoing portfolio management as well as hourly or fixed-fee financial planning engagements. The firm generally charges percentage-of-AUM fees for managed accounts and documents client goals, time horizons and risk tolerances to tailor services.
Investment programs are constructed using a mix of fundamental, technical, charting and cyclical analysis and are implemented under discretionary authority with client objectives and account restrictions recorded in client files or investment policy statements. The brochure discloses that the firm permits borrowing within separately managed accounts, and it frames that practice within its risk disclosures (including market and interest-rate risks) and custodial arrangements.
Notable operational details include the firm’s use of third-party standing letters of authorization and direct fee deductions by custodians, and a practice of having clients receive and vote their own proxies rather than the adviser voting on their behalf. The firm also reports that its principals hold CFP and CDFA certifications and conducts quarterly reviews that include rebalancing and tax-loss harvesting considerations.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
General tax planning
Fee options
Fixed fee between $5,800 to $10,000 for financial planning
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 0.85% annually $3,000,000.01 - $5,000,000: 0.50% annually $5,000,000.01+: 0.40% annually
$350 per hour for financial planning
Account minimum: $1,000,000 Fee-only: Hourly fee of $350 per hour; Fixed fee between $5,800 to $10,000 for financial planning
Main office location
Sage Path Solutions
San Diego CA, United States
Number of offices
1
Most active in
Sage Path Solutions has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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