Assets Under Management
$163.4M
Number of Clients
262
Number of Advisors
5
Average Client AUM
$624K
AUM per Advisor
$32.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
SFG Wealth Advisors provides investment advisory services to individuals, families, trusts, estates, and small businesses through actively managed accounts. They also offer financial planning services and retirement plan services. They may utilize third-party money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable. Linear fee schedule applies to households with $0 to $1.5 million in assets under management. The Blended fee schedule applies to households with over $1.5 million in assets under management.
705 West Azeele Street, Tampa, FL, 33606