Maree Sgro is a CFP-designated registered investment advisor at Bg Investment Services, LLC, based in Hagatna, with 16 years of industry experience. Maree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 722 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BG Investment Services offers comprehensive portfolio management where the maximum annual fee is 1.50%. This fee is billed quarterly in advance. Fees are negotiable. Clients may also utilize asset managers, with a maximum annual fee not exceeding 0.50%. Clients using asset managers may be subject to a maximum total fee of 2.00%. For asset manager accounts that fall below minimum balance requirements, an annual fee of $60.00 may be assessed.
Location
120 Father Duenas Avenue, Hagatna, 96910
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bg Investment Services, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.