SageView Retirement Fiduciary Agreement Proposed for Assignment
Clay County Utility AuthorityUtility District · Middleburg, FL- Document date
- Oct 17, 2025
- Term
- Since August 2022; no end date stated
The 30-second brief
Clay County Utility Authority engaged SageView Advisory Group in August 2022 for retirement plan fiduciary consultant services. SageView continues providing the services under the existing fee structure while the agreement is proposed for assignment to Creative Planning following its acquisition of SageView.
Sageview Advisory Group LLC holds this professional services contract with Clay County Utility Authority. Its other public contracts on record include work for San Diego Co Water Authority and City of Goleta.
Term as filed: Since August 2022; no end date stated.
See who signed off on this contract.
See who signed offFree account · 30-second setup · No credit card
Contract details
- Contract type
- Professional Services
- Document date
- October 17, 2025
- Term
- Since August 2022; no end date stated
- Source document
- Clay County Utility Authority StaffReport Proposed assignment of agreement with SageView Advisory Group 2025-10-17 (StaffReport)
Sageview Advisory Group LLC's other public contracts
More Clay County Utility Authority contracts
Questions about this contract
Who was awarded the professional services contract by Clay County Utility Authority?
Sageview Advisory Group LLC was awarded this professional services contract by Clay County Utility Authority, as recorded on October 17, 2025.
What type of contract is this?
This is a Professional Services contract, documented as a staffreport record.
Where was this contract approved?
This contract appears in Clay County Utility Authority StaffReport Proposed assignment of agreement with SageView Advisory Group 2025-10-17 (StaffReport), dated October 17, 2025 from Clay County Utility Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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.
Show 1 more question
What is Clay County Utility Authority currently buying?
Explore Clay County Utility Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.