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Services And Fees


TRADITIONAL VS. FIDUCIARY ADVISERS

Are you working with a large, corporate financial adviser? Do they seem overly sales focused?

At Sage Investment Advisers LLC, we are about relationships.

It’s about you.

We know there is a better way.

Traditional Investing:

  • sales commissions
  • fees based on trading
  • pressure to sell company products
  • corporate goals not aligned with the client.

Arrow-The Future of Investing Poughkeepsie, NY Sage Investment Advisers LLC

The Future of Investing:

Sage Investment Advisers LLC has a fiduciary responsibility to put the client’s interest first:

  • Our fees are based on assets. 
  • We receive no income from trading or commissions. 
  • As your account grows, so do we. 
  • Technology to save you money and show financial progress towards your goals.


Custom Financial Plans May Include:

Personalized Investment Policy Statement Poughkeepsie, NY Sage Investment Advisers LLC

Personalized Investment Policy Statement

Personalized Risk Tolerance Analysis Poughkeepsie, NY Sage Investment Advisers LLC

Personalized Risk Tolerance Analysis

Full Fee Disclosure with No Hidden Fee Poughkeepsie, NY Sage Investment Advisers LLC

Full Fee Disclosure with No Hidden Fees

Ongoing Monitoring for your goals Poughkeepsie, NY Sage Investment Advisers LLC

Ongoing monitoring of your goals.



When you do better, we do better. 

Our goals aligned with yours.