SageGuard Financial Group provides ongoing portfolio management based on clients' goals and risk tolerance. They create investment plans and manage investments, typically using mutual funds, stocks, bonds, and REITs. SFG also offers financial planning services covering areas like retirement, insurance, debt management, and estate planning. They may recommend third-party advisors.
Assets Under Management$760M
Clients2,469
Advisors13
Avg. per Client$310K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $750K | 1.60% |
| $750K - $1.0M | 1.40% |
| $1M+ | 1.20% |
Fees are negotiable depending on client needs and complexity. There is also a $35 annual technology and administrative fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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