Request your complimentary portfolio review.

Get clarity on your portfolio fees and meet with a Sage Creek advisor. There’s no obligation.

Let’s break down your portfolio costs

Investment fees are the price of investing, and getting good value should be a given. If you have a portfolio through a financial advisor or online brokerage, we’ll show you exactly what you’re paying, what it’s for and whether those fees are fair. Then you can decide if the service you’re receiving truly delivers on its promise for the price.

At Sage Creek Wealth Management of Raymond James, we’re upfront about what you pay, what you’re paying for and how we’re compensated. Because when you understand the costs, you gain a clear picture of value—and with clarity comes confidence in your financial future.

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Fee transparency

Know what you're paying and what you should expect.

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Personalized strategies

Own a portfolio designed for your life, family and goals.

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Comprehensive guidance

Let your wealth serve you through every stage of life.


About Sage Creek Wealth Management

Our personalized, goal-oriented approach to wealth management starts with your life and aspirations. We don’t offer off-the-shelf stock tips, but financial strategies and services tailored to your specific circumstances.

Learn more about us


All investments are subject to risk, including loss.