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 $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Linear fee schedule applies to households with $0 to $1.5 million in assets under management. The Blended fee schedule applies to households with over $1.5 million in assets under management.
Fee Estimator
SFG Wealth Advisors charges an annual advisory fee based on assets under management. Clients are generally required to have a minimum household balance of $250,000, but exceptions may apply. Financial planning services are offered for a fixed flat fee (up to $10,000) or an hourly charge (up to $250/hour for IARs and $125/hour for support staff). Retirement plan clients are subject to a minimum fee of $1,500 per year.
Areas of Practice
Advisor Information
Office location
705 West Azeele Street, Tampa, FL, 33606
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.
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Daniel works as a Financial Analyst for SFG Wealth Advisors and Snyder Financial Group, focusing on investment research, portfolio allocations, and financial reports. These activities take nearly all of Daniel's time.