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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiable under certain circumstances.
Fee Estimator
SGH Wealth Management charges an annual management fee, calculated and billed quarterly in advance, based on the account's inception value. The standard annualized rates are: $500,000 to $1,000,000: 0.90%, $1,000,000 to $2,000,000: 0.85%, $2,000,000 to $5,000,000: 0.80%, $5,000,000 to $10,000,000: 0.70%, $10,000,000+: 0.60%. These fees are negotiable under certain circumstances. The firm generally requires a minimum account size of $250,000, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
17550 W Eleven Mile Rd, Lathrup Village, MI, 48076
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 →