Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG charges fees for financial planning and investment management. Financial planning fees are negotiable, ranging from $75-$350 hourly or $500-$100,000 annually. Investment management fees vary between 0.40% and 2.40% annually, depending on portfolio size and services. Clients also incur third-party charges from broker-dealers and custodians. SFG may negotiate lower fees based on certain criteria.
Areas of Practice
Advisor Information
Office location
501 SE Fourth Street, Bartlesville, OK, 74003
Get directionsRegulatory History (6)
Customer Dispute
May 2016Customer Dispute
April 2016Customer Dispute
January 2013Customer Dispute
July 2009Customer Dispute
July 2008Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Trevor is involved in numerous business activities, including pension-related services, aircraft and property management, agriculture, financial and tax consulting, construction management, and real estate ventures. He also owns SFG Insurance, an independent insurance sales business, taking about a quarter of his time.