SFG Wealth Management charges a maximum annual wrap fee of 1.50% of the assets managed. This fee covers investment advisory services and custodial transaction costs. The fee is billed quarterly in advance, pro-rata based on the account value on the last day of the previous quarter, adjusted for deposits and withdrawals. Fees are negotiable and deducted from the account. Additional fees may include fund management fees and wire transfer fees.
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Learn about disclosures →Michael is a notary, spends minimal time with Crump Insurance Associates selling non-variable insurance, and dedicates full-time hours to SFG Wealth Management LLC as an IAR. SFG Wealth Management is an independent investment advisor firm, separate from LPL Financial.