SGL Financial offers ongoing portfolio management and financial planning services. For managing investments, SGL Financial helps build a personalized asset allocation and typically partners with outside money managers like Savant Capital Management to handle the day-to-day portfolio management. In addition to investment management, SGL Financial provides financial planning covering retirement, insurance, debt, and estate planning essentials. The firm works primarily with individuals, high-net-worth individuals, and small businesses. SGL Financial operates as a fee-based firm, meaning its representatives may sometimes earn commissions from legacy insurance or brokerage products in addition to advisory fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee is 1.50% per year. Individual advisors are allowed to lower this fee subject to a minimum fee.