SFC Financial is a registered investment advisor based in Sunset Hills, Missouri, offering personalized portfolio management, comprehensive financial planning, and retirement plan consulting. The firm builds customized portfolios tailored to each client's specific goals, time horizon, risk tolerance, and tax situation, managing accounts on a non-discretionary basis. SFC Financial evaluates a wide range of securities, including stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. In addition to investment management, SFC Financial creates detailed financial plans covering personal budgets, tax strategies, insurance needs, retirement goals, and estate planning. The firm also assists business owners with employer-sponsored retirement plans. Associated professionals at SFC Financial maintain affiliations with an accounting firm and insurance agencies, allowing them to provide tax and insurance services for separate fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be lowered for larger accounts at the firm's discretion. Management can also be structured as a fixed annual fee typically ranging from $10,000 to $20,000 based on complexity.