SFG Wealth Management charges a maximum annual wrap fee of 1.50% of the assets managed. This fee covers investment advisory services and custodial transaction costs. The fee is billed quarterly in advance, pro-rata based on the account value on the last day of the previous quarter, adjusted for deposits and withdrawals. Fees are negotiable and deducted from the account. Additional fees may include fund management fees and wire transfer fees.
1104 Kenilworth Drive, Suite 500, Towson, MD, 21204
Get directionsGeorge is a secretary for Delta Management, a family business, but spends no time on it. He also owns Less is More LLC, where he invented and patented a gutter cleaning device, dedicating about 2% of his time, and SFG Wealth Management LLC, where he works full-time as a Registered Investment Advisor.