Sgroi Wealth Advisory provides personalized financial planning, investment management, and consulting services. Recommendations are based on client consultations and analysis of their financial background, values, needs, objectives, and risk tolerance. Services include cash flow management, tax planning, insurance review, retirement planning, education funding, and estate planning. Investment management is primarily provided on a discretionary basis, using Charles Schwab, LPL Financial, or IPX Retirement as custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Clients utilizing IPX Retirement as custodian of their 403(b) accounts are assessed an annual fixed management fee that is based on a percentage of the client’s total assets under management (including cash, cash equivalents, and margin balance). The fee ranges from 0.50% to 1.25% and is determined by the advisor on a case-by-case basis. Fixed Income Only: 0.50%