Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
1104 Kenilworth Drive, Towson, MD, 21204
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
Adam referees lacrosse games, dedicating minimal time to this activity. He also receives commissions from Synergy Benefit Consultants and Crump Insurance for selling group health, life, and disability insurance, and provides investment advisory services through SFG Wealth Management, LLC, spending full-time hours on this.