Cameron Beginin is a CFP-designated registered investment advisor at Sgh Wealth Management, based in Lathrup Village, MI, with 4 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 427 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $1.0M | 0.70% |
| $1.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25M+ | 0.50% |
Fees are negotiable. Accounts over $500,000 generally participate in a wrap fee program where transaction fees are bundled.
Fee Estimator
Location
17550 W Eleven Mile Rd, Lathrup Village, MI, 48076
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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.
Learn about disclosures →Employment History
Current Registrations
Sgh Wealth Management
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.
Exams
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