Smith, Brown & Groover, operating as SBG Wealth Management, offers discretionary investment management and brokerage services to individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. Originally established in 1967 in Macon, Georgia, the registered investment advisor builds tailored portfolios utilizing fundamental analysis, technical analysis, and charting. The firm primarily focuses on long-term equity strategies, mutual funds, and annuities, emphasizing regular account supervision and periodic rebalancing. SBG Wealth Management also operates as a registered broker-dealer, which constitutes a significant portion of the firm's overall business activities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee is 1.0% per annum, paid quarterly in arrears. The management fee is waived for any portion of assets held in certain mutual fund classes that pay trail commissions.