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Jeffrey E Karpel

Sage Financial Group Inc.

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About Jeffrey E Karpel

Jeffrey Karpel is an investment advisor representative with Sage Financial Group Inc. Jeffrey has been in the industry since March 2006. Jeffrey is registered in Pennsylvania and has passed the Series 65 exam. Jeffrey specializes in providing financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Jeffrey Karpel is currently registered with Sage Financial Group Inc.. Sage Financial Group Inc. is an investment advisor based in WEST CONSHOHOCKEN, PA. The firm manages over $3.2 billion in assets for a variety of clients, including high net worth individuals, charitable organizations, and pooled investment vehicles. Sage Financial Group Inc. offers a range of services, including financial planning, portfolio management, and selection of other advisors. They also manage portfolios for individuals, businesses, and pooled investment vehicles.
Sage Financial Group Inc.

FIVE TOWER BRIDGE

WEST CONSHOHOCKEN, PA 19428

$3.21B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Karpel’s Registration & Firm History

PA

08/22/2006 - Present

Sage Financial Group Inc. (WEST CONSHOHOCKEN PA)

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Licenses & Designations

IA

Issued 08/21/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey E Karpel.
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