Gage Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,080,986
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Gage Wealth Management Group provides ongoing investment supervisory services and financial planning to individuals, high-net-worth individuals, and pension or profit-sharing plans. The firm constructs client-specific investment policy statements, monitors portfolios, and prepares financial plans and implementation recommendations for its advisory clients.
The firm uses a mix of charting, fundamental, technical, and cyclical analysis and employs both long- and short-term trading strategies, while maintaining quarterly reviews of client accounts by its sole management person. Gage Wealth Management does not exercise discretionary trading authority over client accounts and requires client authorization for fee deductions and transaction approvals.
Distinctive features disclosed in the brochure include that virtually all reported assets—about $19.1 million—are managed on a non-discretionary basis, the firm directly serves pension/profit-sharing plan clients, and it provides financial planning on fixed or hourly terms. The firm also has an affiliation with insurance activities and may offer commissionable insurance products, a potential conflict of interest the brochure discloses, and it manages client assets in-house rather than delegating to third-party managers.
Client services
Expertise
Fee options
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
Main office location
Gage Wealth Management Group
1 University Drive Suite 400
Newtown PA 18940, United States
Number of offices
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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