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
CFP®, Series 63, Series 65
Industry experience
43 years
Nickolas Brait is a CFP® with 43 years of industry experience, currently serving at SAGE Private Wealth Group, LLC. He has held roles at SAGE Private Wealth Group since 2013 and has been involved with the Oechsli Institute since 2017, where he coaches financial advisors on business development. SAGE Private Wealth Group is an SEC-registered advisory firm serving individual investors, high-net-worth families, and employer retirement plans with wealth management, financial planning, and fiduciary retirement-plan services. The firm employs a multi-advisor team that delivers discretionary portfolio management and coordinated planning tailored to clients’ goals and risk tolerances.
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
Oechsli Institute
2017 - Present (9 years)
South Prospect Partners, LLC
2015 - 2017 (2 years)
SAGE Private Wealth Group
2014 - Present (12 years)
Sage Private Wealth Group
2013 - Present (13 years)
South Prospect Partners LLC
2010 - 2017 (7 years)
812 Busse Condo Association
2010 - 2017 (7 years)
Raymond James Financial
2009 - Present (17 years)
Raymond James Financial Services, inc.
1999 - Present (27 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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