Skloff Financial Group (SFG) provides investment management and financial planning services. For investment management, SFG determines investment goals, risk tolerance, and time horizons to create tailored strategies. SFG also manages assets held away, such as retirement accounts, through a third-party platform. Financial planning services include full financial plans and consultation services covering various topics like retirement, risk management, and estate planning.
Assets Under Management$110M
Clients444
Advisors1
Avg. per Client$260K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Annual fee is negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...