SGH Wealth Management provides investment management based on client-specific needs and financial planning services. They offer model asset allocation strategies adjusted for each client's risk profile, using various investment products. Financial planning covers areas like cash flow, asset allocation, estate planning, tax planning, retirement, and education funding. SGH may recommend other professionals like attorneys or accountants but doesn't offer legal or accounting services.
Assets Under Management$560M
Clients427
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$94M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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