Melvin Lubelski is a registered investment advisor at Sgl Financial, LLC, based in Buffalo Grove, IL, with 13 years of industry experience. Melvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,136 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee is 1.50%. SGL Advisers are allowed to lower this fee as they see fit subject to a minimum fee that is set by SGL and the selected third-party money manager.
Fee Estimator
Location
1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL, 60089
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melvin is a licensed insurance agent.
Employment History
Current Registrations
Sgl Financial, LLC
Previous Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.