Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Kogan is a Certified Financial Planner. Benjamin has been working in the financial services industry since 2019. Benjamin works at Sage Financial Group Inc. The firm's main office is located in West Conshohocken, Pennsylvania. The firm provides advisory services to high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses and individuals other than high-net-worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
10/28/2021 - Present
Sage Financial Group Inc. (WEST CONSHOHOCKEN PA)
Active
Inactive
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