S.G. Long & Company (SGL) is a registered broker-dealer and investment advisor that refers clients to a wrap fee program sponsored by RBC Capital Markets. SGL offers professional portfolio management for individuals and organizations. SGL works with clients to identify their investment goals, objectives, and risk tolerance to select the appropriate investment advisory program and strategy. SGL also offers financial planning for estate, college, retirement, insurance, and other goals.
Fee Structure
S.G. Long & Company offers investment management through programs offered by RBC Capital Markets. The annual fee is a percentage of the assets managed and is set by the financial representative, falling between 1% and 1.5%. This fee covers trading and portfolio management. Fees are negotiable and can vary based on the size of the account, trading frequency, service needs, and other account-related factors. Minimum investments start at $10,000 and are subject to the portfolio type selected.