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The fee is billed in advance and is negotiable.","source":"SAGE PRIVATE WEALTH FIRM BROCHURE 3-17-26, filed 18 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sage Private Wealth Group use?","answer":"Sage Private Wealth Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $383M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sage Private Wealth Group have?","answer":"Sage Private Wealth Group has 10 investment adviser representatives registered with state securities authorities, out of 15 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sage Private Wealth Group invest in?","answer":"At the end of its last fiscal year, Sage Private Wealth Group’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 10% cash and equivalents, 3% investment grade corporate bonds, 3% other, 2% U.S. government and agency bonds and 1% state and local bonds. 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