SGL Investment Advisors manages investment portfolios and exchange-traded fund strategies for individuals, trusts, retirement plans, and other organizations. The firm offers two main program types: SGL Managed Portfolios, which feature custom active management across various models like growth, income, and environmental, social, and governance-focused strategies, and Managed ETF Portfolios, which provide a more passive, automated approach using exchange-traded funds. SGL Investment Advisors operates as a registered investment advisor and bundles trade execution, custody, and advisory services into a single fee structure. The firm uses Charles Schwab & Co. as its primary custodian and research platform, and it maintains affiliations with a dually registered broker-dealer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1.0M - $1.5M | 1.40% |
| $1.5M - $2.0M | 1.35% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $7.5M | 1.20% |
| $7.5M+ | 1.20% |
Rates reflect combined management and advisory fees for Private Client Portfolios. Other programs have separate schedules: Strategic Income maxes at 0.75% and Managed ETF Portfolios maxes at 1.00%. Eligible military and veteran clients receive a 10% discount on standard advisory fees.