Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
6452 Northwestern Drive, Rhinelander, WI, 54501
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
David is a licensed and appointed insurance agent with various companies. He may offer insurance products and services to clients when appropriate.