SAGE Private Wealth Group provides personalized financial planning and investment advice. Their services include wealth management, family office services, and retirement plan advisory services. SAGE's wealth management services cover various aspects of financial planning, including investment management, tax planning, and estate planning. They offer both discretionary and non-discretionary portfolio management. Family office services are tailored to high-net-worth families, coordinating various aspects of their financial lives. SAGE also provides retirement plan advisory services to qualified retirement plans.
Assets Under Management$400M
Clients390
Advisors9
Avg. per Client$1M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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