Sam Huszczo
Sam Huszczo is a CFP-designated registered investment advisor at Sgh Wealth Management, based in Lathrup Village, MI, with 16 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 427 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $1.0M | 0.70% |
| $1.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25M+ | 0.50% |
Fees are negotiable. Accounts over $500,000 generally participate in a wrap fee program where transaction fees are bundled.
Fee Estimator
Contact
Sam Huszczo
Location
17550 W Eleven Mile Rd, Lathrup Village, MI, 48076
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sam is an independent life insurance agent, selling fixed annuities, life, and health insurance. He also has mineral rights from a family farm sale.
Employment History
Current Registrations
Sgh Wealth Management
Previous Registrations
Michigan Advisors, INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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