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The Sage Partnership, LLP (Minnetonka)


The Sage Partnership, LLP is a large advisory firm based in Minnetonka. It manages $337.71 million of regulatory assets for 721 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, California, Connecticut, and 11 other states.

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The Sage Partnership provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Sage Partnership: assets under management

The assets under management (AUM) of The Sage Partnership, LLP is $337.71 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $208.41 million in discretionary accounts and $129.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $323.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.68 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Sage Partnership, LLP for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minnetonka

The principal office where The Sage Partnership, LLP performs its advisory services is located at 601 Carlson Parkway, Minnetonka, MN 55305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-835-2577 or by fax 952-835-8283. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.chaffee-westenberg.com.


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