Smallwood Financial Group (SFG) offers investment advisory services to pension and profit-sharing plans. SFG provides recommendations for selecting investment funds from the options available within these plans. SFG also analyzes whether to retain or eliminate existing investment funds. All services are provided on a non-discretionary basis, meaning the client makes the final decision on investment implementation.
Assets Under Management$37M
Clients73
Advisors2
Avg. per Client$510K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Smallwood Financial Group (SFG) charges a fee based on the value of the client's assets under management. The specific fee is detailed in each client's agreement.
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