Nickolas Brait
Nickolas Brait is a CFP-designated registered investment advisor at Sage Private Wealth Group, LLC, based in Oakbrook Terrace, IL, with 44 years of industry experience. Nickolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 482 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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+ | 0.40% |
Fees are negotiable based on the amount of assets under management, range of investments, and complexity of the client's financial circumstances.
Fee Estimator
Location
18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Nickolas is a Director at SAGE Private Wealth Group, an independent RIA, and dedicates minimal time to consulting on special projects. He also works as a paid coach for Oechsli Institute, coaching financial advisors on business development for about 10-20% of his time.
Employment History
Current Registrations
Sage Private Wealth Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Lasting Legacy, LTD.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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