SPG Advisors (SPGA) provides ongoing portfolio management services, determining investment strategies based on individual client goals, time horizons, and risk tolerance. SPGA also offers financial planning and consulting services, including reviews of wills, estate plans, qualified plans, income analysis, Social Security, insurance, taxes, and asset recommendations. Financial planning is available as part of investment advisory services or on a standalone fee basis.
Assets Under Management$540M
Clients692
Advisors9
Avg. per Client$770K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
These fees are for SPGA's services only. Synergy Asset Management (SAM) also charges a fee: $0 - $1,000,000: 0.45%, $1,000,001 - $3,000,000: 0.40%, Over $3,000,000: 0.20%. SPGA may waive and/or reduce its portion of the advisory fee paid from SAM based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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