SFMG Wealth Advisors is a wealth management firm that offers personalized financial planning and investment management services to individuals and families. SFMG's services include portfolio management, estate and charitable planning, borrowing assistance, tax and accounting coordination, and insurance planning. SFMG aims to coordinate with clients' existing advisors to provide a cohesive financial plan.
Assets Under Management$2.5B
Clients927
Advisors18
Avg. per Client$2.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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