SG Securities offers investment management services on both a discretionary and non-discretionary basis, tailoring investment strategies to individual client goals and risk tolerance. They also provide financial planning and consulting services, delivering recommendations through written plans or verbal consultations. SG Securities also holds seminars and workshops to educate the public on different types of investments and the different services they offer.
Assets Under Management$16M
Clients86
Advisors2
Avg. per Client$190K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.13% |
| $2M+ | 1.00% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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