Sage Private Wealth Group, LLC

CRD#173399
Investment Advisor Firm

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Learn more about Sage Private Wealth Group, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Sage Private Wealth Group, LLC is located at 18W140 Butterfield Road, Suite 1160, Villa Park, IL. The firm employs 13 financial advisors to manage client portfolios and provide financial guidance. Sage Private Wealth Group, LLC is not a registered broker-dealer.

    Sage Private Wealth Group, LLC oversees $364.4 million in assets under management across 1,146 accounts, of which 976 are discretionary and 170 are non-discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Sage Private Wealth Group, LLC includes asset-based and hourly fees. The firm has 101 high net worth clients and maintains affiliations with an accountant or accounting firm.

    Sage Private Wealth Group, LLC is registered in the states of California, Colorado, Florida, Illinois, Indiana, Maryland, Michigan, Pennsylvania, Texas, Virginia, and Wisconsin.

    Assets Under Management

    $364.4 million

    Number of Advisors

    13

    Disclosures

    No

    Office Location

    18W140 Butterfield Road, Suite 1160
    Villa Park, IL 60181

    Sage Private Wealth Group, LLC by the Numbers

    Total Assets Under Management

    $364.4 million

    National Average: $8.6 billion
    Total Number of Employees

    13

    National Average: 64
    Total Number of Accounts

    1,146

    National Average: 375,227
    Average Account Size

    $318.0 thousand

    National Average: $23.0 thousand
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    Products and Services

    Sage Private Wealth Group, LLC offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. However, Sage Private Wealth Group, LLC did not provide financial planning services to any of its accounts in the prior fiscal year. The Firm does not sell products or offer services apart from investment advisory services to its investment advisory accounts.

    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.

    • Offered by 46% of firms

      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 for financial advice typically vary depending on the financial services provided. Fees billed by Sage Private Wealth Group, LLC most likely include any blend of the following fee structures: asset-based or hourly.

    Available

    • Offered by 69% of firms

      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.

    • 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.

    Unavailable

    • 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 32% of firms that offer this fee type

      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.

    • 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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    Types of Clients

    The firm works with retail investors and high net worth investors. Out of its 2 clients, Sage Private Wealth Group, LLC's largest client group by number of accounts is high net worth investors, though it also manages money for 101 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 26.23%
    • Other Individuals - 73.77%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Sage Private Wealth Group, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Sage Private Wealth Group, LLC

    Tiffany Austin
    Colorado Springs, CO
    Kristi Wano
    Villa Park, IL
    Joshua Youel
    Villa Park, IL
    Peggy Hauser
    Villa Park, IL
    Khaled Taha
    Villa Park, IL
    Christina Castrejon
    Villa Park, IL
    Robert Borchardt
    Villa Park, IL
    Nickolas Brait
    Villa Park, IL

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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