ML

Melvin Lubelski

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
1,136 clients
Average Client Portfolio
$192K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$250 - $5,000
Hourly Rate:$250 - $500/hr

SGL's maximum advisory fee is 1.50% of assets under management, but advisers can lower this fee subject to a minimum set by SGL and the third-party money manager. The chosen fee will be indicated on Exhibit I of the SGL Client Investment Advisory Agreement. Financial planning fees range from $250 to $5,000 based on the project's size and scope. Hourly fees for financial planning or consulting are $250 - $500. There is a $50,000 account minimum, which may be waived at SGL's discretion.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
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Advisor Information

Office location

1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL, 60089

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Regulatory 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.

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Other Business ActivitiesSells Insurance

Melvin is a licensed insurance agent.

Employment History
Current Registrations
Sgl Financial, LLC
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Fifth Third Securities, INC. Broker
September 2019 - September 2021 · 2 yrs
Fifth Third Securities, INC.
September 2019 - September 2021 · 2 yrs
Cetera Investment Advisers LLC
January 2014 - March 2019 · 5 yrs 2 mos
Cetera Investment Services LLC
December 2013 - January 2014 · 1 mo
Cetera Investment Services LLCBroker
March 2011 - January 2019 · 7 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.