SAGE Portfolio Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,499,271
Clients
13
100% 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
13
LowAverage account size
$269,175
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
1% (negotiable) for Brinker Capital Management Program via SPM
Advisory Affiliates may offer securities brokerage and insurance products under commission arrangements; insurance commissions may be received by Jerry Carmody
Account minimum: $50,000 Fee-only: Investment advisory fees based on assets under management, generally 1%, negotiable, billed quarterly; financial planning fees range from $1,000 to $25,000, negotiable
Main office location
SAGE Portfolio Management LLC
Norman OK, United States
Number of offices
1
Most active in
SAGE Portfolio Management LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · 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:
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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.
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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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