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 with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$269,175
About
Sage Portfolio Management LLC provides investment management and integrated family financial planning primarily for individual and high‑net‑worth clients, offering services that include portfolio construction, plan preparation, and solicitation of advisory services. The firm also advises on allocations within variable annuities and employer‑sponsored retirement plans and may recommend independent money managers to implement portions of client portfolios.
The firm’s process begins with a financial‑planning review to establish goals, risk tolerance, tax and estate considerations, which then frames asset allocation and manager selection. It operates principally on a non‑discretionary basis—clients retain trading authority—and monitors accounts and manager performance through regular reviews and reporting while using major custodians for execution and custody.
Relative to peers, SPM is notable for its formal affiliations with other advisory/registered representatives and for reporting virtually all assets as non‑discretionary, a combination that is uncommon among independent advisers. The firm is a solo practice with a small client base and modest AUM, offers independent money‑manager programs (including a relationship with Brinker Capital), and holds insurance licensing that may lead to commissionable product recommendations, a potential conflict disclosed in its brochure.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General tax planning
Charitable giving & philanthropy
Retirement plans for business owners (SEP, solo 401k)
Fee options
1.0% to 1.0% (typically 1%), subject to negotiation; may charge lesser fees based on various criteria including assets, account composition, client status, etc.
Account minimum: $50,000 Fee-only: Fees based on assets under management, typically 1% annually, billed quarterly; fees are 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:
-
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.
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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.
-
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
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