Sweetgum Laboratories LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$15M
Clients73
Advisors1
Avg. per Client$200K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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