Assets Under Management
$395.2M
Number of Clients
390
Number of Advisors
9
Average Client AUM
$1.0M
AUM per Advisor
$43.9M
Compensation
Fee-Only (AUM)
SAGE Private Wealth Group provides financial planning, investment management, and family office services. Investment advice is tailored to clients' financial goals and risk tolerance. They use equity securities, corporate debt securities, municipal debt securities, and other investments. They also offer donor advised fund services and retirement plan advisory services.
| Assets Under Management | 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+ | 0.40% |
Fees negotiable for accounts over $100,000,000.
18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL, 60181