Sage Wealth Advisory

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Client assets under management

$88,489,590

Clients

57% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,580,171

About

Sage Wealth Advisory provides discretionary portfolio management and financial planning for individuals and high‑net‑worth clients, and also serves charitable organizations, corporations and state or municipal government entities. The firm prepares individualized Investment Policy Statements and delivers services such as asset allocation, security selection, and ongoing portfolio monitoring.

Investment decisions are made under discretionary authority and are guided by fundamental and cyclical analysis as well as Modern Portfolio Theory, with client risk tolerances and any investment restrictions documented in each Investment Policy Statement. Sage generally uses Charles Schwab for custody and trade execution and bills asset‑based advisory fees on a monthly basis that are deducted from client accounts.

Noteworthy operational features include that the firm, formed in late 2022, reports virtually all client assets as discretionary and does not impose an account minimum, and it serves a broader mix of institutional and individual clients than is typical for a small advisory team. The firm’s lead principal holds CTFA and AIFM credentials, and Sage does not routinely vote client proxies, leaving proxy voting to clients unless assistance is requested.

Client services

Portfolio management

Expertise

Wealth management Tax-loss harvesting

Fee options

Percentage

$0 - $500,000: 1.5% annually $500,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.60% annually

Other

Fee-only: Annual investment advisory fee based on tiered asset management schedule as stated above

Main office location

Sage Wealth Advisory

Willmar MN, United States

Number of offices

Most active in

Minnesota · Texas

Disclosures

Business activities & affiliations

Is not 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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 320-761-2214

Advisors at this firm

Joel R

CFA®, Series 63

Willmar, MN

Sage Wealth Advisory

Joel Reimers is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Sage Wealth Advisory in Willmar, MN. He previously worked at Bremer Bank, National Association, from 2003 to 2022, before retiring and then joining Sage Wealth Advisory in 2023. Sage Wealth Advisory provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and government entities. The firm uses fundamental and cyclical analysis along with Modern Portfolio Theory to guide investment decisions under discretionary authority, tailoring strategies to client risk tolerances and investment restrictions.

Wealth management Tax-loss harvesting

Jeffrey S

Series 65, Series 66

Willmar, MN

Sage Wealth Advisory

Jeffrey Schultz is a financial advisor at Sage Wealth Advisory with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bremer Bank, National Association for sixteen years. Sage Wealth Advisory provides discretionary portfolio management and financial planning services for individuals, high-net-worth clients, charitable organizations, corporations, and government entities. The firm uses fundamental and cyclical analysis along with Modern Portfolio Theory to guide investment decisions and prepares individualized Investment Policy Statements tailored to client risk tolerances and restrictions.

Wealth management Tax-loss harvesting

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