Khaled Taha is a registered investment advisor at Sage Private Wealth Group, LLC, based in Oakbrook Terrace, IL, with 24 years of industry experience. Khaled operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 390 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.85% |
| $7.0M - $15.0M | 0.78% |
| $15.0M - $25.0M | 0.68% |
| $25.0M - $35.0M | 0.58% |
| $35.0M - $50.0M | 0.50% |
| $50.0M - $75.0M | 0.45% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | Included |
Fees are negotiable for amounts over $100,000,000.
Fee Estimator
Location
18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Khaled is involved in several business ventures, including SAGE Private Wealth Group Tax Advisory (dba SAGE Tax Advisory) as a Managing Member, SAGE Management Holdings as a Proprietor, and SAGE Advice Group Enterprises, LLC as a Managing Member. These activities each take a few hours per week.
Employment History
Current Registrations
Sage Private Wealth Group, LLC
Previous Registrations
Lasting Legacy, LTD.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.