Southcoast Advisory Group (SAG) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. SAG creates an Investment Policy Statement for each client to guide investment decisions. SAG generally invests in mutual funds, equities, bonds, ETFs, real estate, and insurance products. Clients can impose restrictions on investments, but SAG may terminate the relationship if the restrictions hinder their ability to properly service the account.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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