SAGE FINANCIAL GROUP INC.

RIASEC RegisteredEst. 2002

Total AUM

$4.3B

Discretionary

$3.9B

91% of AUM

Avg account

$990K

Accounts

4,334

Employees

Advisory reps

Firm details

Headquarters: WEST CONSHOHOCKEN, Pennsylvania
CRD number: 116574
Registered since: October 25, 2002
Website: www.sagefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI92.66%
Individuals3.69%
Pooled Investment Vehicles2.03%
Charitable Organizations1.04%
Pension & Profit Sharing Plans0.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sage Financial Group Inc. is an independent, SEC-registered registered investment adviser that has operated since 2002. The firm serves both individuals and families as well as institutional clients, offering a mix of financial planning, discretionary and non-discretionary portfolio management (for individuals, pooled vehicles and institutions) and manager selection. Sage describes itself as a capital allocator and charges fees by AUM, fixed fees and in some cases performance-based fees. The firm identifies as an active ESG investor and engages as an industry participant beyond advisory work (acting as a law firm/sponsor, GP or managing member of pooled investment vehicles). Sage has drawn outside recognition in the advisory industry, appearing on lists from outlets such as CNBC (multiple Top 100 Financial Advisory Firms listings), FA Magazine and the Financial Times across several years.