Sage Financial Group offers investment advisory services on a discretionary or non-discretionary basis. They also provide family office services, which include retirement planning, education funding, income management, tax planning related to investments, concentrated stock management, insurance planning, real estate financing, estate planning, social security analysis, and survivor spouse needs. Sage Financial Group may recommend other professionals like attorneys and accountants, but clients are not obligated to use them.
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.