SAGE Private Wealth Group offers personalized wealth management, portfolio management, and family office services for individuals, families, and businesses. SAGE Private Wealth Group helps clients define their financial objectives, manage cash flow, plan for taxes, review insurance, fund education, and navigate retirement and estate planning. Operating primarily on a discretionary basis, SAGE Private Wealth Group tailors investment strategies using equities, fixed income, exchange-traded funds, mutual funds, and alternative investments to match each client's specific goals and risk tolerance. SAGE Private Wealth Group also coordinates closely with affiliated accounting professionals and external advisors to deliver comprehensive support for clients with significant wealth.
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.