Advisor at SAGE Private Wealth Group, LLC
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
SAGE Private Wealth Group, LLC
Location
Oakbrook Terrace, IL 60181
Credentials
Series 63, Series 65
Industry experience
12 years
Joshua Youel is a financial advisor at SAGE Private Wealth Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individual investors, high-net-worth families, and employer retirement plans. The firm offers discretionary portfolio management and coordinated planning through a multi-advisor team, utilizing a range of investment vehicles and integrated services including tax advisory and donor-advised fund management.
Based on SAGE Private Wealth Group, LLC
Based on SAGE Private Wealth Group, LLC
$0 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.10% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.90% annually $5,000,001 - $7,000,000: 0.85% annually $7,000,001 - $15,000,000: 0.78% annually $15,000,001 - $25,000,000: 0.68% annually $25,000,001 - $35,000,000: 0.58% annually $35,000,001 - $50,000,000: 0.50% annually $50,000,001 - $75,000,000: 0.45% annually $75,000,001 - $100,000,000: 0.40% annually Over $100,000,000+: Negotiable
Up to $800 per hour for family office services, negotiated per engagement.
Account minimum: $500,000
18 W140 Butterfield Road, Suite 1160
Oakbrook Terrace, IL 60181
Illinois
SAGE Private Wealth Group, LLC
2023 - Present (3 years)
Brighthouse Financial
2018 - 2023 (5 years)
Motorola Solutions
2017 - 2018 (1 year)
LaSalle Investment Management Inc
2013 - 2017 (4 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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