Safeguard Investment Advisory Group (SIAG) provides investment advice and financial planning to individuals, high net worth individuals, pensions, profit sharing plans, corporations, and other businesses. SIAG manages client accounts on a discretionary or non-discretionary basis and may use sub-advisers. Financial planning services cover a range of topics, from broad-based planning to single-subject consulting. SIAG advisors may also recommend insurance products, creating a potential conflict of interest.
Assets Under Management$600M
Clients1,849
Advisors8
Avg. per Client$330K
Avg. per Advisor$75M
www.safeguardinvestment.com ·open.spotify.com/show/3xswqpafwzra8p2liufkd8 ·www.youtube.com/@safeguardinvestment
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.15% |
| $250K - $500K | 1.90% |
| $500K - $1.0M | 1.65% |
| $1M+ | 1.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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