Assets Under Management
$3.6B
Number of Clients
1,057
Number of Advisors
21
Average Client AUM
$3.4M
AUM per Advisor
$172.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sage Financial Group offers discretionary and non-discretionary investment advisory services, and financial planning/consulting services. They provide family office services covering retirement, education, income, tax, insurance, real estate, and estate planning. They may recommend independent managers and structured products. They also offer ESG investing options.
| Assets Under Management | 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% |
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.
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA, 19428