DS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
1,003 clients
Average Client Portfolio
$220K average
Assets Under Management
$220.8M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$500 - $100,000
Hourly Rate:$75 - $350/hr
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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Daingerfield, TX
Get directionsRegulatory History
Clean regulatory record
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
Daniel is the CFO of Cox Logistics LLC, a transportation trucking company.
Employment History
Current Registrations
Sutterfield Financial Group, INC.
June 2011 - Present · 14 yrs 7 mos
Previous Registrations
Signal Securities, INC.
January 2008 - May 2011 · 3 yrs 4 mos
Strategic Financial Concepts, LLC
May 2007 - January 2008 · 8 mos
Oxford Asset Management, LLC
November 2006 - January 2007 · 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.