SG Financial Group (SFGL) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. SFGL also offers a one-time fixed fee service for initial portfolio review, analysis, and construction. SFGL generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$1.5M
Clients4
Advisors1
Avg. per Client$380K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Accounts with less than $100,000 in assets under management will be assessed a management fee of $250.00 per year, in addition to the asset based portfolio management fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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