For Wealth Management services, SFMG charges an annual wealth management fee based on the total assets under management as follows:
- $0 – $1,000,000 – 1.25%
- $1,000,001 – $3,000,000 – .80%
- All assets over $3,000,000 – .60%
This is a blended fee schedule, which means different portions of your assets are charged at different rates, as shown above. Each tier is calculated separately, and those amounts are combined to determine your total fee.
We may be engaged to create a Financial Plan exclusive of Portfolio Management.
Because each client’s requirements for financial planning may vary, fees are proposed upon review of your complexity and financial position.