SFM, LLC offers financial planning and investment advisory services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. SFM manages investment accounts, making decisions on which securities to buy or sell. The firm recommends institutional-class stock mutual funds with low annual expense ratios and internal transaction costs, and other low-cost investment solutions. SFM is a fee-only firm and does not sell products or accept commissions.
Assets Under Management$320M
Clients269
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.38% |
| $500K - $750K | 1.13% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.3M | 0.95% |
| $1.3M - $1.5M | 0.88% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.82% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.78% |
| $5M+ | 0.78% |
Fees are negotiable. For accounts over $5,000,000, fees are determined on a custom quote basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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