Ryan Mccoy is a registered investment advisor at Sfg Wealth Management, based in Millersville, MD, with 1 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,184 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG Wealth Management offers portfolio management services where the annual fee will not exceed 1.50%. The fee is calculated based on the value of your account and is billed quarterly in advance. The fee will be adjusted for deposits and withdrawals made during the quarter.
Location
8530 Veterans Highway, Suite 100, Millersville, MD, 21108
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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.
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Current Registrations
Sfg Wealth Management
LPL Financial LLCBroker
State Registrations1 state
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