Best-in-State · rank 82 · Birmingham, Alabama · listed firm: SageSpring Wealth Partners
Identity & firm
- Firm — SageSpring Wealth Partners (high)
- “firm: SageSpring Wealth Partners” — forbes_shook
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Book of business
- Team AUM ($M) — 206 (high)
- “Team Assets (Custodied): $206M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 12.5 (high)
- “Typical Net Worth of Relationships: $5-20M” — forbes_shook
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Positioning & marketing
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Visual brand
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