| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
SGI reserves the right to charge clients less than the stated maximum fee.
620 South Main Street, Bountiful, UT, 84010
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Learn about disclosures →Christopher is a partner at Arizona Tax Accounting and Consulting Services LLC, a tax preparation and bookkeeping service, spending about a quarter of his time there. He also works as an insurance agent selling life, long-term care, and health insurance products, dedicating about 10-20% of his time to this activity, and has several referral partnerships.