SBG Wealth Management offers investment advice to individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. SBG creates portfolios based on each client’s individual investment strategy and tailored to their specific needs. SBG emphasizes continuous and regular account supervision and acts in the best interest of its clients.
Assets Under Management$280M
Clients469
Advisors3
Avg. per Client$600K
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...