Sage Financial Group INC.
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
About This Firm
Sage Financial Group provides discretionary and non-discretionary investment advisory services, and financial planning and consulting services. They offer family office services, including retirement planning, education funding, tax planning, and estate planning. They may recommend independent managers and structured products. They also offer ESG investment options.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
You'll pay an annual fee based on the market value of your portfolio. For example, the first $1,000,000 is charged 1.00%. The firm requires a minimum of $1,000,000 in assets under management. 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. Clients may negotiate a flat fee or a higher annual fee percentage than disclosed in the standard fee schedule if their account assets do not meet the minimum asset level.
Areas of Practice
Location
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA, 19428