SFG Wealth Advisors offers comprehensive financial planning, investment management, and retirement plan services. Founded by experienced professionals, SFG Wealth Advisors helps active retirees, business owners, and young professionals align their wealth with their personal goals. The firm creates personalized financial plans covering retirement projections, cash flow, tax reviews, insurance, and estate planning. For investments, SFG Wealth Advisors builds diversified portfolios using mutual funds, exchange-traded funds, and alternative investments, often collaborating with third-party money managers like Frontier Asset Management. Portfolios are generally managed on a discretionary basis, meaning the team makes trades on your behalf based on your agreed-upon strategy. SFG Wealth Advisors also assists clients with employer retirement plans and provides guidance on IRA rollovers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
A linear schedule applies to households under $1.5 million, and a blended schedule applies to households with $1.5 million or more. Fees are negotiable.