SageView Advisory Group offers retirement plan consulting and asset management to ERISA and non-ERISA plans, as well as investment management and financial planning to individuals. SageView's services include creating investment strategies, managing portfolios, and providing financial plans tailored to client needs. SageView may use model portfolios or build custom allocations. Clients can engage SageView for financial planning only, investment management only, or both.
Fee Structure
SageView offers investment management services to individual clients, charging an annual fee based on the amount of assets managed. This fee typically ranges from 0.55% to 1.50% of the portfolio's value, but will not exceed 2.00%. The exact fee is determined by the size, nature, complexity, and services required for the client's account. Fees are charged quarterly in advance. For accounts managed through the Pontera platform, the fee is also between 0.55% and 1.50%, but no greater than 2.00%.