Sgl Financial, LLC
Assets Under Management
$218.6M
Number of Clients
1,136
Number of Advisors
13
Average Client AUM
$192K
AUM per Advisor
$16.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SGL Financial offers asset management, financial planning, and consulting services to financially established individuals, high-net-worth individuals, and small businesses. They use a sub-adviser, Savant Capital, for investment research and portfolio management. SGL aims to minimize investment risk through diversification.
Fee Structure
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.
Areas of Practice
Location
1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL, 60089