SGH Wealth Management offers personalized investment management and financial planning services. SGH Wealth Management builds custom portfolios using model asset allocation strategies tailored to each client's risk profile, incorporating individual stocks, mutual funds, exchange-traded funds, alternative investments, options, and bonds. In addition to managing investments, SGH Wealth Management provides financial planning that covers cash flow management, asset allocation, estate planning, tax planning, retirement planning, education funding, and insurance reviews. SGH Wealth Management works primarily with individuals, retirement plans, trusts, estates, and corporations, typically requiring a minimum investment of $250,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $1.0M | 0.70% |
| $1.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25M+ | 0.50% |
Fees are negotiable. Accounts over $500,000 generally participate in a wrap fee program where transaction fees are bundled.