Assets Under Management
$453.7M
Number of Clients
371
Number of Advisors
5
Average Client AUM
$1.2M
AUM per Advisor
$90.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
SGH Wealth Management provides investment management services tailored to client-specific needs and risk profiles, utilizing model asset allocation strategies. They also offer limited financial planning services. The firm operates a wrap fee program where clients pay a bundled fee for advisory and transaction services.
17550 W Eleven Mile Rd, Lathrup Village, MI, 48076