City of Mount Dora Awards Financial Services Contract to Sageview Advisory Group LLC (April 2022)
City of Mount DoraCity · Mount Dora, FL- Disclosed value
- 0.10% of plan assets annually, minimum $20,000 per year
- From agendapacket
- Approved
- Apr 19, 2022
The 30-second brief
The Mount Dora City Council approved a piggyback contract with Sageview Advisory Group, LLC to provide retirement plan investment advisory services for the City’s multiple retirement plans at 0.10% of assets annually with a $20,000 minimum. The agreement runs through February 1, 2024, with options for two additional two‑year renewals.
Sageview Advisory Group LLC holds this financial services contract with City of Mount Dora. Its other public contracts on record include work for San Diego Co Water Authority and City of Goleta.
Term as filed: From City execution in 2022 through February 1, 2024, with two optional 2‑year renewals.
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Contract details
- Contract type
- Financial Services
- Amount
- 0.10% of plan assets annually, minimum $20,000 per year
- Document date
- April 19, 2022
- Term
- From City execution in 2022 through February 1, 2024, with two optional 2‑year renewals
- Agency
- City of Mount Dora
- Source document
- City of Mount Dora AgendaPacket 2022-04-19 (AgendaPacket)
Sageview Advisory Group LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by City of Mount Dora?
Sageview Advisory Group LLC was awarded this financial services contract by City of Mount Dora, as recorded on April 19, 2022. The contract value is 0.10% of plan assets annually, minimum $20,000 per year.
How much is the Sageview Advisory Group LLC contract with City of Mount Dora worth?
The Sageview Advisory Group LLC contract with City of Mount Dora is valued at 0.10% of plan assets annually, minimum $20,000 per year, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in City of Mount Dora AgendaPacket 2022-04-19 (AgendaPacket), dated April 19, 2022 from City of Mount Dora. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Sageview Advisory Group LLC hold?
Sageview Advisory Group LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is City of Mount Dora currently buying?
Explore City of Mount Dora's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.