SFMG is compensated on a fee-only basis. Our fees depend upon the service you choose. Wealth management fees are charged as a percentage of the value of your managed accounts, at quarter end. We offer a tiered fee schedule, so the effective rate you pay decreases as you meet certain breakpoints for managed assets.
Because each client’s requirements for financial planning may vary, fees are proposed upon review of your complexity and financial position.
We do not receive commissions. Our only incentive is your wealth accumulation.