Sfg Wealth Management
Assets Under Management
$643.6M
Number of Clients
1,184
Number of Advisors
9
Average Client AUM
$544K
AUM per Advisor
$71.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SFG Wealth Management manages assets for various clients, aiming to meet financial goals while considering risk tolerance and time horizons. They offer a wrap fee program that includes investment advisory services and custodial transaction costs. The firm is incentivized to recommend no-transaction-fee ETFs and Class A shares in certain situations, creating potential conflicts of interest.
Fee Structure
SFG Wealth Management charges a maximum annual wrap fee of 1.50% of the assets managed. This fee covers investment advisory services and custodial transaction costs. The fee is billed quarterly in advance, pro-rata based on the account value on the last day of the previous quarter, adjusted for deposits and withdrawals. Fees are negotiable and deducted from the account. Additional fees may include fund management fees and wire transfer fees.
Areas of Practice
Location
1104 Kenilworth Drive, Suite 500, Towson, MD, 21204