Schamberger, Greylak & Utterback Wealth Management, LLC
Schamberger, Greylak & Utterback Wealth Management (SGU Wealth) offers investment management based on your goals, risk tolerance, and financial situation. SGU Wealth may use third-party services for tax and estate planning. SGU Wealth also offers financial planning services covering areas like cash management, retirement, and estate planning. SGU Wealth may provide advisory services through programs sponsored by LPL Financial LLC.
Fee Structure
SGU Wealth offers investment management services where fees are based on the value of your portfolio. The annual fee can be up to 1.1% of the assets they manage, but this is negotiable and may be higher for smaller accounts. Fees are charged quarterly, in advance. SGU Wealth also provides advisory services through programs sponsored by LPL Financial LLC, with maximum fees ranging from 1.35% to 2.65%.