Santefort Investment Group (SIG) offers investment management services where they manage your investments based on your goals and risk tolerance. SIG may use sub-advisors to manage your money. SIG also provides services to retirement plans, acting as an advisor to plan sponsors. SIG also holds seminars and workshops to educate the public on investments.
Fee Structure
Santefort Investment Group (SIG) offers investment management services. Here's how the fees work, depending on the platform used:
Direct Asset Management:
- Up to $100,000: 1.20% per year
- $100,001 to $250,000: 1.15% per year
- $250,001 to $500,000: 1.05% per year
- $500,001 to $750,000: 1.00% per year
- $750,001 to $1,000,000: 0.90% per year
- $1,000,001 to $2,000,000: 0.80% per year
- Over $2,000,001: Negotiable
Envestnet Platform:
- Up to $500,000: 1.00% per year
- $500,001 to $1,000,000: 0.85% per year
- $1,000,001 to $2,000,000: 0.70% per year
- Over $2,000,000: Negotiable
Note: Envestnet fees, third-party manager fees (ranging from 0.25% to 0.70%), and custodian fees are in addition to SIG's fees.
American Funds Service Company (AFS):
- Up to $100,000: 0.75% per year
- $100,001 to $200,000: 0.65% per year
- $200,001 to $500,000: 0.55% per year
- $500,001 to $1,000,000: 0.50% per year
- Over $1,000,000: 0.45% per year
Fees are negotiable and may be lower based on certain criteria.