| 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 →Barbara works as a contract worker for College Loan Freedom, a registered nurse at Advent Health Porter, and a contract/referral agent for NetLaw. She is also a financial advisor for Summit Global Private Wealth and Summit Global Investments LLC, and a producer of non-variable insurance since March 2024.