Strategic Financial Group (SFG) provides investment management based on individual client goals and risk tolerance. SFG creates a plan to select a portfolio matching each client's situation. SFG also offers financial planning and consulting services covering wealth management, risk management, tax planning, legacy planning, cash management, philanthropy, and value-added services. SFG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Fee Structure
Strategic Financial Group (SFG) charges a percentage of your portfolio each year, up to a maximum of 1.65%. The exact fee is negotiable and will be detailed in your advisory agreement.