SAGEbroadview Wealth Management provides comprehensive wealth management and consulting services. Wealth management includes financial and tax planning, and portfolio management. They also offer a Young Professionals Program for young business leaders with limited investable assets, focusing on goal setting, budgeting, and employee benefits. SAGEbroadview acts as a fiduciary when providing retirement advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This is the portfolio management fee for Wealth Management and Young Professionals Program clients. Wealth Management clients also pay a fixed financial and tax planning fee ranging from $5,000 to $20,000 per year. Young Professionals Program clients also pay a monthly fee starting at $300 for individuals and $350 for couples, and a one-time onboarding fee of $1,000 for individuals and $1,500 for couples.
