SG Wealth Managers provides ongoing portfolio management services based on individual client goals and risk tolerance. They create investment policy statements and require discretionary authority to manage investments. Financial planning is offered at no additional cost and includes investment planning, life insurance, tax concerns, retirement planning, education planning, and debit/credit planning. They also offer financial planning for business owners. They also manage held away accounts via Pontera.
Assets Under Management$32M
Clients56
Advisors3
Avg. per Client$570K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1000K | 1.30% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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