Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
3728 Bemidji Avenue N., Suite C, Bemidji, MN, 56601
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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
Scott is an investment advisor with Sutterfield Financial-RIA, dedicating about half of his time to this role. He also owns Fieldstone Financial Inc., where he works as a financial advisor and sells insurance, spending about a quarter of his time on this business. Additionally, Scott owns two rental real estate properties since 2002.