Gage Wealth Management Group offers portfolio management based on individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Gage Wealth Management Group generally limits its investment advice to mutual funds, equities, bonds, fixed income, ETFs, and REITs.
Assets Under Management$20M
Clients30
Advisors1
Avg. per Client$680K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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