Steigerwald, Gordon & Koch (SGK) offers investment management and financial planning services. SGK manages investments for individuals, high net worth individuals, businesses, trusts, estates, and charitable organizations. SGK creates investment plans based on each client's goals. They also offer financial planning and consulting services, covering topics like tax and estate planning. SGK does not implement financial plans or provide ongoing monitoring unless specifically agreed to in writing.
Assets Under Management$1.2B
Clients688
Advisors9
Avg. per Client$1.8M
Avg. per Advisor$130M
www.sgkwealthadvisors.com ·www.linkedin.com/company/steigerwald-gordon-koc... ·www.facebook.com/sgkwealth
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable and may vary based on several factors. Clients referred by Schwab will be billed at 0.75% on the first $1M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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