| 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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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 →Andrew is a Member-Advisor at Pursue Strategic, LLC, advising businesses and business owners, dedicating about 10-20% of his time. He is also a member of Child Family Enterprises, LLC and CFEFIN LLC, spending minimal time on these activities.