Assets Under Management
$462.8M
Number of Clients
628
Number of Advisors
8
Average Client AUM
$737K
AUM per Advisor
$57.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
SPG Advisors LLC (SPGA) provides discretionary asset management services, financial consultation planning, and investment advisory services. They review Wills/Estate Plans/Trusts, qualified plans, income analysis, Social Security, insurance, taxes, risk analysis, and asset recommendations. Financial planning is also offered on a standalone fee basis. SPGA utilizes Synergy Asset Management, LLC as a co-provider.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
These fees are for SPGA's portion only. Synergy Asset Management charges additional fees. Fees may be waived or reduced at SPGA's discretion.
11411 NE 124th St, Suite 255, Kirkland, WA, 98034