SDM Investments offers investment advice to corporations, non-profits, pension funds, municipalities, and individuals. They use a "Mid Cap Value" investing strategy or broader asset allocation based on client objectives. SDM creates customized portfolios using a five-step financial planning process and meets with clients at least annually to adjust plans. They are not contractually bound to any single investment sponsor or insurance company.
Assets Under Management$7.7M
Clients41
Advisors1
Avg. per Client$190K
Avg. per Advisor$7.7M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For accounts up to $49,999, fees are fixed annual amounts. SDM also offers Robo Technology Platforms with fees ranging from 0.0030 to 0.0085 paid monthly.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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