Sgh Wealth Management

Sgh Wealth Management

Lathrup Village, Michigan

5.0

21 Reviews

SGH Wealth Management is a reputable investment advisory firm based out of Lathrup Village, MI. With a single office location, the company employs a total of eight skilled professionals, three of whom specialize in providing expert investment advisory services. The firm boasts an average of approximately $89,810,000 in assets under management per investment advisor, which aligns with the industry average. In terms of compensation, SGH Wealth Management offers a diverse range of structures to meet the needs of their clients. This includes a percentage-based fee structure linked to the assets under management, hourly charges, and f...see more

Assets Under Mgmt

$269.44M

Investment Professionals

3

Locations

0

% 401K & Individual

13%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Reviews for Sgh Wealth Management

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