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
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Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Adam operates under DBA Iron Tree Investment Management, LLC and Iron Tree Wealth Management, selling securities and fixed insurance products, dedicating nearly full-time hours to this. He also has roles with FPEC, estate planning, Shurprint LLC, and Semworx LLC, each requiring minimal time.