Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees are based on a percentage of assets under management, up to 1% annually, and are negotiable. Fees incorporate financial planning and investment management services. Hourly financial planning services range from $100 to $300 per hour, with a $1,200 retainer. SHGA's minimum aggregate account size is $2,500,000, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
44 Montgomery Street, Suite 3030, San Francisco, CA, 94104
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Barry is a co-founder and partner at Integral Financial Solutions, LLC, an investment management and financial planning firm, since 2010. This is a full-time commitment for Barry.