Sage Wealth Solutions

Yes. The firm's marketing consistently emphasizes its registered investment advisor status, which binds it to a fiduciary standard under the Investment Advisers Act of 1940. That standard legally requires the firm to act in the best interest of its clients ahead of its own financial considerations.

As a fee-only fiduciary, the firm is compensated directly by clients rather than through commissions or product sales. Its typical fee structure is based on a percentage of assets under management, though the specific fee schedule has not been published.

Yes. Sage positions its outsourced chief investment officer platform as a central offering. This allows families and institutions without internal investment staff to delegate asset allocation, manager selection, and ongoing portfolio monitoring to the firm's investment team.

The firm constructs portfolios that span equities, fixed income, and alternative asset classes, implemented through ETFs, mutual funds, and individual securities. It does not manage proprietary fund products, consistent with its fee-only fiduciary posture.

No. The firm has not publicly listed its founders, managing partners, or investment committee members. Its Form ADV filings with the SEC, which are accessible through the Investment Adviser Public Disclosure website, would contain the direct owners and control persons.