Lucile
Steitz
Sage Financial Group Inc
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About this Advisor
Lucile Steitz is a certified financial planner based in Conshohocken, Pennsylvania who has 10 years of industry experience. Steitz currently works for Sage Financial Group Inc. Over the course of their career, Steitz has held roles at Corestates Capital Advisors, LLC and Sage Financial Group. Steitz has a Series 63 license, certifying them as a securities broker, and is approved to advise clients in Pennsylvania. Sage Financial Group Inc is a financial advisory company that has its headquarters in Conshohocken, PA. The firm has a total of 27 advisors. It handles $3 billion in assets between its 3,567 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 3,567 accounts, 70% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees usually vary depending on the type of financial services offered. Fee types charged by Sage Financial Group Inc most likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sage Financial Group Inc Brokerage Details
$2,701,612,545
27
3,567
$757,391
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Lucile Steitz Work History
Lucile has been registered as a financial advisor for 10 years.*
Sage Financial Group
Corestates Capital Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lucile Steitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sage Financial Group Inc
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
