SGL Financial provides investment management and financial planning services to individuals, high-net-worth individuals, and small businesses. SGL uses sub-advisors to manage client assets. SGL helps clients determine their investment objectives and policies, considering risk tolerance, time horizon, and financial goals. Financial planning services include investment, insurance, retirement, and debt/credit planning.
Assets Under Management$220M
Clients1,136
Advisors13
Avg. per Client$190K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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