The Wall Street Journal and many other news outlets, recently reported that Morgan Stanley would be pulling Vanguard mutual funds from its platform. As a result, advisers at the brokerage firm will no longer be able to recommend Vanguard open-end mutual funds to their clients, regardless of whether they may be the best investment option | Read More +
98%
Sage Financial
Client Retention
2017–2022
Client Retention
2017–2022
98%
Sage Financial
Team Retention
2017–2022
Team Retention
2017–2022
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Our client retention rate is calculated annually and based on a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.