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.
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 Activities
John is a managing member of PPS LLC, which owns the commercial building where the firm is located, since 2008. He spends minimal time on building maintenance.