Sego Wealth Management (SWM) offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. SWM creates investment plans and manages portfolios with discretionary authority. SWM also offers pension consulting services and financial planning covering investments, insurance, taxes, retirement, college, and debt. SWM primarily recommends ETFs but may use other securities to diversify portfolios.
Assets Under Management$14M
Clients38
Advisors1
Avg. per Client$380K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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