SB Advisory is a registered investment advisor offering portfolio management and financial planning services. SB Advisory works with individuals, high net worth individuals, and businesses, tailoring investment strategies using individual stocks, exchange-traded funds, and mutual funds. SB Advisory offers multiple portfolio management programs, including direct management accounts custodied at RBC, as well as turnkey asset management programs through third-party managers like AssetMark, Brinker Capital, and EQIS Capital Management. Additionally, SB Advisory provides comprehensive and limited financial planning services covering retirement, estate, tax, and cash flow planning. SB Advisory is a subsidiary of IFS Group, and its affiliated broker-dealer is San Blas Securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. Third-party manager programs charge an additional fee up to 1.25% with total fees not to exceed 2.50%.