Sagespring Wealth Partners

Sagespring Wealth Partners

Franklin, Tennessee

4.2

12 Reviews

Sagespring Wealth Partners, a regional investment advisory firm based out of Franklin, TN, is dedicated to serving the financial needs of their clients. With over 9,860 individual clients and an impressive $4,277,447,000 in assets under management, Sagespring Wealth Partners has established itself as a trusted wealth management partner. The firm operates from 14 offices, providing convenient access to their comprehensive range of services. Sagespring Wealth Partners offers a diverse array of financial solutions, including acting as a registered representative of a broker-dealer, insurance broker, or agent. Their expertise lies in...see more

Assets Under Mgmt

$4.28B

Investment Professionals

94

Locations

13

% 401K & Individual

58%

% Discretionary

12%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses

Other Business Activities

  • Registered representative of a broker-dealer
  • Insurance broker or agent

Reviews for Sagespring Wealth Partners

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