Kenneth Dow
Kenneth Dow is a CFP-designated registered investment advisor at Sage Private Wealth Group, LLC, based in Oakbrook Terrace, IL, with 29 years of industry experience. Kenneth 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
January 2011Other Business Activities
Kenneth is an owner and managing partner at The Dow Group since 2017. He dedicates about half of his time to this role.
Employment History
Current Registrations
Sage Private Wealth Group, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
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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