Spurgeon Financial Group (SFG) is a small, independent firm specializing in financial planning and managing client portfolios. Financial planning includes tax, insurance, retirement, and estate planning. When managing client portfolios, SFG considers the client's financial situation, risk tolerance, and other sources of income to develop an appropriate investment strategy. SFG utilizes general securities (stocks & bonds), mutual funds (including exchange traded funds or ETFs), and government securities. If clients want to invest in alternative investments, SFG will help them select and monitor other money managers, splitting the fee with them as a referral fee.
Fee Structure
If Spurgeon Financial Group manages your money, the annual negotiable fee ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is paid quarterly, at the end of each quarter.