SFI Advisors offers investment management tailored to client goals, along with financial planning services covering areas like retirement, education funding, and risk assessment. They also provide corporate retirement plan consulting and family office services. SFI Advisors may recommend the Envestnet wrap fee program. They advise on various investments including stocks, bonds, and ETFs.
Assets Under Management$170M
Clients295
Advisors4
Avg. per Client$590K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
SFI Advisors' annual fee for managing your investments starts at 1.25% and can be discounted to 0.65%, depending on the value of your assets, the type of services provided, and the level of administration requested. The fee is negotiable based on your individual circumstances. Fees are billed quarterly, based on the average daily balance.
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