Cameron N Beginin

Sgh Wealth Management

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Sgh Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

371 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$453.7M

Fee Structure

Minimum Investment:$250K

Location

17550 W Eleven Mile Rd, Lathrup Village, MI, 48076

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Sgh Wealth Management

August 2022 - Present · 3 yrs 6 mos

State Registrations2 states

MITX

Advisor

Exams

No exam information available for this advisor.