SBL Investment Advisors offers personalized financial planning and connects clients with third-party investment managers. SBL provides advice through consultations, covering financial objectives, problem identification, cash flow, tax, insurance, investment, education, and estate planning. SBL is a fee-based firm and does not sell commissioned products. The firm's managing member has an affiliated entity that sells financial insurance products.
Fee Structure
SBL Investment Advisors does not directly manage client investments. Instead, SBL connects clients with third-party money managers. SBL receives a solicitor fee from these managers. The fees charged by the third-party managers are based on a percentage of the assets they manage. SBL does not charge additional management fees for these services.