Sageview Private Client Group, LLC

CRD#134997
Investment Advisor Firm

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Learn more about Sageview Private Client Group, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Sageview Private Client Group, LLC is located at 4000 Macarthur Blvd., Newport Beach, CA. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. Sageview Private Client Group, LLC is not a registered broker-dealer.

    Sageview Private Client Group, LLC offers financial planning services and other services. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The firm operates on an hourly and fixed fee structure. Sageview Private Client Group, LLC maintains affiliations with an insurance company or agency.

    Sageview Private Client Group, LLC is registered in the states of California, Massachusetts, Tennessee, and Utah.

    Number of Advisors

    5

    Disclosures

    No

    Office Location

    4000 Macarthur Blvd.
    Newport Beach, CA 92660

    Sageview Private Client Group, LLC by the Numbers

    Total Number of Employees

    10

    National Average: 64
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    Products and Services

    Financial services provided by Sageview Private Client Group, LLC include financial planning services and other services. In the last fiscal year, Sageview Private Client Group, LLC provided 45301 of its accounts with financial planning services. The Firm is engaged in selling products or offering services other than investment advice to its customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Find a firm that offers this service

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees charged by financial advisors typically are based on the financial services provided. Fees billed by Sageview Private Client Group, LLC can consist of some blend of the following fee types: hourly or fixed.

    Available

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Sageview Private Client Group, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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