Strategic Financial Group PLC (SFG) manages investment portfolios based on clients' individual needs and goals. SFG also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. SFG creates a client-specific plan to aid in the selection of a portfolio that matches restrictions, needs, and targets.
Assets Under Management$17M
Clients85
Advisors1
Avg. per Client$200K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...