Robert Borchardt
Robert Borchardt is a registered investment advisor at Sage Private Wealth Group, LLC, based in Oakbrook Terrace, IL, with 35 years of industry experience. Robert 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sage Private Wealth Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Dean Witter Reynolds INC.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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