Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
7
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
SageView Private Client Group, LLC offers financial planning and general consulting services. Financial planning covers areas like estate planning, risk management, budgeting, retirement, education funding, and investment portfolio design. General consulting is provided on a project basis and may include cash flow planning, estate planning analysis, and tax planning analysis.
Financial planning fees range from $1,000 to $100,000 based on net worth and complexity, or $100 to $500 per hour. General consulting fees are negotiated separately.
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660