SGMG Enterprise manages investment portfolios and creates financial plans for individuals and institutions. SGMG Enterprise builds custom portfolios using exchange-traded funds and options, tailoring them to match different risk tolerance levels. For larger portfolios, SGMG Enterprise designs fully personalized investment strategies. The portfolio management process involves initial planning through questionnaires and a formal investment policy statement, followed by ongoing quarterly reviews, performance tracking, and portfolio rebalancing. SGMG Enterprise operates without trading authority, meaning clients must execute their own trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1000K | 0.60% |
| $1M+ | 0.50% |
All fees are negotiable. First-year investment management fees can be bundled with the initial financial plan fee.