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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts above $5,000,000.
Fee Estimator
SFG offers financial planning and consulting services with fixed fees ranging from $1,200 to $9,000 or monthly fees between $100 and $750. Hourly consulting ranges from $150 to $350 per hour with a 3-hour minimum. Wealth advisory fees are based on a percentage of assets managed, with a minimum quarterly billing of $1,000. Custom Asset Management Program fees range from 1.50% on assets up to $500,000 to negotiable fees above $5,000,000. Estate services are billed hourly between $150 and $350.
Areas of Practice
Advisor Information
Office location
1800 International Park Drive, Suite 190, Hoover, AL, 35243
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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