Douglas Evan Greenberg

Sb Advisory, LLC

31 Years of Experience

View SEC Summary

Firm Information

Sb Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

31 advisors

Number of Clients

1,045 clients

Average Client Portfolio

$274K average

Assets Under Management

$285.9M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.50%
$500K - $1.0M	2.00%
$1.0M - $2.0M	1.75%
$2.0M - $5.0M	1.50%
$5M+	1.25%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:Up to $15,000

Hourly Rate:$600/hr

SB Advisory charges fees for portfolio management based on the amount of assets they manage for you. These fees are negotiable, but can be up to 2.50% annually. The firm also offers financial planning services, with comprehensive plans costing up to $15,000 or 1% of assets covered, limited planning at $600/hour, and hourly consulting also at $600/hour. Transaction fees may apply for accounts in the RBC program. The firm's affiliate may receive compensation through mark-ups and revenue sharing arrangements with RBC.

View Full Brochure on SEC

Areas of Practice

Retirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning

Advisor Information

Office location

West Linn, OR

Get directions

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.