Sageview Private Client Group, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
7
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
SageView Private Client Group offers financial planning and general consulting services, including estate planning, risk management, budgeting, retirement planning, education funding, and investment portfolio design. They may also provide consulting services on a project basis, including executive compensation and business succession planning.
Fee Structure
SageView PCG charges for financial planning services either at an hourly rate ($100 to $500 per hour) or a fixed annual fee ($1,000 to $100,000). The fee is negotiable and based on the client’s net worth and/or the scope and complexity of their financial needs. General consulting fees are negotiated separately. SageView PCG advisory representatives may also receive commissions from insurance or securities products sold in their individual capacities.
Areas of Practice
Location
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660