Sdmi Insurance and Financial Services
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
SDMI Insurance and Financial Services offers financial planning and pension consulting services. Financial planning includes cash flow analysis, retirement analysis, insurance analysis, portfolio analysis/investment planning, education savings analysis, and estate analysis. Pension consulting services include investment strategy preparation, selection of investment vehicles, monitoring of investment performance, and employee communications.
Assets Under Management$2.6M
Clients5
Advisors1
Avg. per Client$520K
Avg. per Advisor$2.6M
Fee Structure
- Financial planning services - up to $2,500. In limited circumstances, the total cost could potentially exceed $2,500. In these cases, SDMI will notify the client and may request that the client pay an additional fee.
- Specific services (such as a modular plan or hourly consulting services) - $250/hour.
One-Time Plan:Up to $2,500
Hourly Rate:$250/hr
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