Firm
Sage Capital Advisors
Metairie, Louisiana
Fee-only
Sage Capital Advisors at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 51 individual clients.
- Its average account is about $186,000 (assets it manages divided by its 51 accounts).
Facts
| Based in | Metairie, Louisiana |
|---|---|
| Phone | (504) 339-3285 |
Sage Capital Advisors fees
Sage Capital Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $10 million |
| Individual clients | 51 |
| Accounts managed | 51 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 156750 |