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Lucile Allen Steitz

Sage Financial Group Inc.

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About Lucile Allen Steitz

Lucile Steitz is a financial advisor at Sage Financial Group Inc. Lucile Steitz has been in the industry since 2000 and holds the Series 6, Series 7 and Series 63 licenses. Lucile Steitz is also a Certified Financial Planner.

Firm Information

Lucile Steitz 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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Lucile Steitz’s Registration & Firm History

PA

08/22/2013 - Present

Sage Financial Group Inc. (WEST CONSHOHOCKEN PA)

PA

12/10/2007 - 01/13/2010

WELLS FARGO ADVISORS, LLC (PLYMOUTH MEETING PA)

MO

04/01/2005 - 12/31/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MO

10/01/2000 - 04/10/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

01/25/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NC

01/07/1997 - 09/09/1997

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 12/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/10/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lucile Allen Steitz.
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