Spg Advisors LLC
Assets Under Management
$462.8M
Number of Clients
628
Number of Advisors
8
Average Client AUM
$737K
AUM per Advisor
$57.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SPG Advisors LLC (SPGA) provides discretionary asset management services, determining investment goals, time horizons, objectives, and risk tolerance. SPGA also offers financial consultation planning and investment advisory services, including reviews of wills, estate plans, qualified plans, income analysis, Social Security, insurance, taxes, and asset recommendations. Financial planning is also available on a standalone fee basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may be waived or reduced based on certain criteria.
Fee Estimator
SPGA charges an annual fee based on assets under management, not exceeding 1.50% annually, including third-party money manager (TPM) fees. This fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Financial planning is included with asset management services, but extraordinary planning may incur additional charges. Standalone financial planning is available on an hourly basis at $150/hour or a fixed fee ranging from $750 to $5,000, based on complexity. DST positions may incur separate fees. Clients may terminate services with 30 days' notice and receive a pro-rata refund.
Areas of Practice
Location
11411 NE 124th St, Suite 255, Kirkland, WA, 98034