Rahul Shirahatti is a registered investment advisor at Sgl Financial, LLC, based in Buffalo Grove, IL, with 2 years of industry experience. Rahul 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 →Employment History
Current Registrations
Sgl Financial, LLC
Previous Registrations
Coyle
State Registrations1 state
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