SFC Financial offers investment advice and financial planning to individuals, trusts, businesses, and retirement plans. SFC Financial creates investment portfolios based on a client's goals, risk tolerance, and time horizon. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. SFC Financial also provides consulting services for employer-sponsored retirement plans.
Assets Under Management$180M
Clients68
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum fee is 1% annually, however, as the amount of investable assets increase the management fee may be lowered. This is at the sole discretion of Adviser. On a case-by-case basis, the annual fee for Portfolio Management Services can be charged as a fixed fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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