Sgh Wealth Management
Assets Under Management
$453.7M
Number of Clients
371
Number of Advisors
5
Average Client AUM
$1.2M
AUM per Advisor
$90.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SGH Wealth Management provides investment management services tailored to client-specific needs and risk profiles, utilizing model asset allocation strategies. They also offer limited financial planning services, including financial and cash flow management, retirement planning, and estate planning. The firm manages wrap fee accounts similarly to non-wrap accounts.
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
Location
17550 W Eleven Mile Rd, Lathrup Village, MI, 48076