Sb Advisory, LLC
Assets Under Management
$285.9M
Number of Clients
1,045
Number of Advisors
31
Average Client AUM
$274K
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SB Advisory, LLC provides investment advisory services, including discretionary and non-discretionary portfolio management. They offer access to various money managers and programs like AssetMark and Brinker Capital. Financial planning services include comprehensive, limited, and hourly options. The firm is owned by IFS Group.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
SB Advisory charges fees for portfolio management based on the amount of assets they manage for you. These fees are negotiable, but can be up to 2.50% annually. The firm also offers financial planning services, with comprehensive plans costing up to $15,000 or 1% of assets covered, limited planning at $600/hour, and hourly consulting also at $600/hour. Transaction fees may apply for accounts in the RBC program. The firm's affiliate may receive compensation through mark-ups and revenue sharing arrangements with RBC.
Areas of Practice
Location
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184