Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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 negotiable for accounts over $100,000,000.
Fee Estimator
For portfolio management, SAGE Private Wealth Group charges an annual fee based on a percentage of assets under management, billed quarterly in advance. Fees are negotiable. For family office services, they charge a negotiable hourly fee up to $800 in addition to portfolio management fees. Investment management of plan assets also has a negotiable fee based on a percentage of assets managed. Fees are negotiable based on the amount of assets under management, complexity of the client’s financial situation, goals, and objectives, and the level of services to be rendered. SPWG generally requires a minimum account size of $500,000 for advisory accounts.
Areas of Practice
Advisor Information
Office location
Colorado Springs, CO
Get directionsRegulatory History
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