Daniel Hochbaum is a CFA-designated registered investment advisor at Sage Financial Group INC., based in West Conshohocken, PA, with 3 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,057 clients with $3.6B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Minimum Assets Under Management: $1,000,000. The minimum threshold for fees and/or Assets Under Management is at times adjusted based upon an estimation of the complexity and time anticipated for the services to be rendered. In situations where a client’s account assets do not meet the minimum asset level, the Registrant may negotiate a flat fee or charge a higher annual fee percentage than disclosed in the standard fee schedule above.
Fee Estimator
Location
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA, 19428
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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 Financial Group INC.
State Registrations1 state
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