Sammons Financial Group Asset Management (SFGAM) provides investment advice to its affiliated companies. SFGAM manages investments and offers services like risk management, strategic asset allocation, and integration with asset-liability management. SFGAM may delegate investment decisions to sub-advisors, whom they carefully select and monitor. SFGAM also provides hedging and derivative services to mitigate market risk.
Assets Under Management$110B
Clients8
AdvisorsN/A
Avg. per Client$14B
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15000.0M | 0.13% |
| $15000M+ | 0.09% |
Fees can be negotiated. Non-Core Strategies: Sub-advisor fees and expenses + 0.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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