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.
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