Sage Private Wealth Group, LLC
Assets Under Management
$395.2M
Number of Clients
390
Number of Advisors
9
Average Client AUM
$1.0M
AUM per Advisor
$43.9M
Compensation
Fee-Only (AUM)
About This Firm
SAGE Private Wealth Group, LLC offers wealth management services including financial planning, investment management, tax planning, insurance review, education funding, retirement planning, and estate planning. They provide discretionary and non-discretionary portfolio management using various securities and may use private placements and alternative investments. Family office services and donor advised fund services are also offered.
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
Location
18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL, 60181