Sage Financial Group INC.

Assets Under Management

$3.6B

Number of Clients

1,057

Number of Advisors

21

Average Client AUM

$3.4M

AUM per Advisor

$172.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Sage Financial Group offers discretionary and non-discretionary investment advisory services, and financial planning/consulting services. They provide family office services covering retirement, education, income, tax, insurance, real estate, and estate planning. They may recommend independent managers and structured products. They also offer ESG investing options.

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5.0M - $10.0M0.30%
$10M+0.25%

The minimum threshold for fees and/or Assets Under Management is at times adjusted based upon an estimation of the complexity and time anticipated for the services to be rendered.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location

Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA, 19428

21 Advisors at this firm

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