Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability.
Fee Estimator
SGI charges a maximum annual advisory fee based on the amount of assets managed. The fee is calculated at the beginning of each month. Fees may be lowered based on client's investment objectives, risk, and suitability. The maximum annual advisory fee is 2.00% for assets less than $500,000, 1.70% for assets between $500,000 and $999,999, and 1.50% for assets $1,000,000 and above. SGI also charges a maximum annual administrative fee of $60 for each separately managed account. SGI also offers more extensive financial planning services for a fee.
Areas of Practice
Advisor Information
Office location
620 South Main Street, Bountiful, UT, 84010
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 ActivitiesSells Insurance
Christopher is a partner at Arizona Tax Accounting and Consulting Services LLC, a tax preparation and bookkeeping service, spending about a quarter of his time there. He also works as an insurance agent selling life, long-term care, and health insurance products, dedicating about 10-20% of his time to this activity, and has several referral partnerships.