Sego Wealth Management is a registered investment advisor based in Collierville, Tennessee, founded in 2019 and led by James Andrew Sego. The firm offers ongoing portfolio management, financial planning, and pension consulting services tailored to individual client goals, risk tolerance, and time horizons. Sego Wealth Management uses modern portfolio theory and primarily recommends exchange-traded funds, mutual funds, fixed income securities, real estate investment trusts, and insurance products such as annuities. The firm operates with discretionary authority, meaning it makes trades on behalf of clients without needing prior approval for each individual transaction. Sego Wealth Management also participates in a wrap fee program through Betterment for Advisors, bundling management fees and certain transaction costs. In addition to investment management, the firm provides guidance on retirement planning, tax concerns, life insurance, college savings, and debt management. The firm serves individuals, high-net-worth individuals, and employee benefit plans with no formal account minimum.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable and billed quarterly in arrears.