SFG Wealth Management offers investment advice and asset management to help clients reach their financial goals. As a fiduciary, SFG Wealth Management is legally required to act in the client's best interest. SFG Wealth Management offers portfolio management, financial planning, and retirement plan consulting. SFG Wealth Management also has the ability to provide advisory services through programs sponsored by LPL Financial, LLC.
Assets Under Management$640M
Clients1,184
Advisors10
Avg. per Client$540K
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management (also available separately)
SFG Wealth Management offers portfolio management services where the annual fee will not exceed 1.50%. The fee is calculated based on the value of your account and is billed quarterly in advance. The fee will be adjusted for deposits and withdrawals made during the quarter.
Loading...