SFG Wealth Advisors offers investment management and financial planning to individuals, families, and small businesses. They manage accounts based on client objectives and risk tolerance, using mutual funds and exchange-traded funds. Financial planning services cover areas like retirement, insurance, and taxes. SFG Wealth Advisors also provides retirement plan services, acting as an advisor and fiduciary.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Linear fee schedule applies to households with $0 to $1.5 million in assets under management. The Blended fee schedule applies to households with over $1.5 million in assets under management. Fees are negotiable. If assets are managed through Frontier Asset Management, their fees range from 0.10% to 0.50% per year, in addition to SFG Wealth Advisors' fees.