Sfg Wealth Advisors, LLC
Assets Under Management
$163.4M
Number of Clients
262
Number of Advisors
5
Average Client AUM
$624K
AUM per Advisor
$32.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SFG Wealth Advisors provides investment advisory services to individuals, families, trusts, estates, and small businesses through actively managed accounts. They also offer financial planning services, retirement plan services, and advice on IRA rollovers. Investment recommendations are not limited to specific products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Linear fee schedule applies to households with $0 to $1.5 million in assets under management. The Blended fee schedule applies to households with over $1.5 million in assets under management.
Fee Estimator
SFG Wealth Advisors charges an annual advisory fee based on assets under management. Clients are generally required to have a minimum household balance of $250,000, but exceptions may apply. Financial planning services are offered for a fixed flat fee (up to $10,000) or an hourly charge (up to $250/hour for IARs and $125/hour for support staff). Retirement plan clients are subject to a minimum fee of $1,500 per year.
Areas of Practice
Location
705 West Azeele Street, Tampa, FL, 33606