SFG Wealth Management provides investment management services, where they manage your investments based on your goals and risk tolerance. They may also hire other investment advisors to manage parts of your portfolio. SFG also offers financial planning services, including retirement planning, portfolio analysis, risk management, tax efficiency, estate planning, and cash flow/debt management. These services are offered to clients with $250,000 or more of assets under management at no additional cost.
Fee Structure
SFG Wealth Management charges 1% of the value of your portfolio annually for investment management. This fee is negotiable. SFG may use Virtue Capital Management (VCM) as a sub-advisor, which has its own fee schedule. The total annual fee, including both SFG's and VCM's fees, ranges from 1.25% to 1.95% depending on the specific investment strategy and the amount invested. VCM also charges a $12 monthly technology fee per household.