SGKD Advisory Services LLC acts as a referral firm, connecting clients with Raymond James for investment management services. SGKD Advisory Services does not manage investments directly or provide ongoing portfolio oversight, nor does SGKD Advisory Services tailor investment recommendations to individual clients. Instead, clients sign an agreement directly with Raymond James, which handles all investment strategies, account reviews, and custodial services. SGKD Advisory Services receives a portion of the advisory fee paid to Raymond James as compensation for the referral, creating a financial incentive to recommend them. In addition to investment referrals, SGKD Advisory Services offers non-securities business consulting services, covering topics such as accounting, bookkeeping, and management.
Fee Structure
SGKD Advisory Services does not manage portfolios directly. Instead, SGKD Advisory Services refers clients to Raymond James for investment management.
- Raymond James charges an annual fee based on the value of your portfolio.
- SGKD Advisory Services receives a percentage of the ongoing fee you pay to Raymond James.
- You do not pay an extra fee to SGKD Advisory Services for the referral; the cost comes out of the advisory fee charged by Raymond James.