Natalie Larson is a registered investment advisor at Sgl Investment Advisors, INC., based in Missoula, MT. Natalie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning, and 2 more. Their firm serves 883 clients with $440M 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 $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1.0M - $1.5M | 1.40% |
| $1.5M - $2.0M | 1.35% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $7.5M | 1.20% |
| $7.5M+ | 1.20% |
Rates reflect combined management and advisory fees for Private Client Portfolios. Other programs have separate schedules: Strategic Income maxes at 0.75% and Managed ETF Portfolios maxes at 1.00%. Eligible military and veteran clients receive a 10% discount on standard advisory fees.
Fee Estimator
Location
283 West Front Suite 302, Suite 302, Missoula, MT, 59802-4328
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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
S.G. Long & Company
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
State Registrations1 state
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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