Sfc Financial LLC
Assets Under Management
$180.9M
Number of Clients
68
Number of Advisors
4
Average Client AUM
$2.7M
AUM per Advisor
$45.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SFC Financial, LLC provides investment supervisory services through individual portfolio management and financial planning services. They also offer qualified retirement plan advisory services. Investment advice is tailored to client needs and objectives. They manage accounts on a non-discretionary basis.
Fee Structure
The annual fee for investment supervisory services is 1% of assets under management, but may be lowered at the adviser's discretion. Fixed fees, ranging from $10,000 to $20,000 annually, may be charged on a case-by-case basis. Financial planning fees are calculated at an hourly rate of $460 per hour. Retirement plan advisory fees range from 0.35% to 0.80% of assets held in the plan.
Areas of Practice
Location
3890 S. Lindbergh Blvd, Suite 200, Sunset Hills, MO, 63127-1391