Advisor at Gage Wealth Management Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gage Wealth Management Group
Location
Newtown, PA 18940
Credentials
Series 63, Series 65
Industry experience
13 years
Christopher Gage is the principal of Gage Wealth Management Group in Newtown, PA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since its founding in 2013. Outside of wealth management, he owns and operates insurance-related businesses focused on marketing fixed insurance products and underwriting property and casualty insurance. Gage Wealth Management Group serves institutional and pooled-vehicle clients, including investment companies and pension or profit-sharing plans, while also providing financial planning and portfolio oversight for other client types. The firm employs a client-specific investment approach combining charting, fundamental, technical, and cyclical analysis, primarily managing assets on a non-discretionary basis.
Based on Gage Wealth Management Group
Fixed fees between $300 and $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.45% annually $10,000,001+: 0.25% annually
Hourly fees between $75 and $350
Account minimum: $500,000.00 Fee-only: Fixed fees between $300 and $10,000; Hourly fees between $75 and $350
1 University Drive Suite 400
Newtown, PA 18940
Pennsylvania
Gage Wealth Management Group
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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