Overview
- Headquarters
- San Diego, CA
- Total Firm Assets
- $180 million
- Average High-Net-Worth Client Portfolio Size
- $1.3 million
Fee Disclosure
Source: SFG ADV PART 2A AND 2A APPENDIX 1 (2026-02-05)
· View brochure text
Latest filing: SFG ADV PART 2A AND 2A APPENDIX 1 (2026-04-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.50% |
| $1,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $55,000 | 1.10% |
| $10 million | $105,000 | 1.05% |
| $50 million | $505,000 | 1.01% |
| $100 million | $1,005,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 72.16%
- Number of High-Net-Worth Clients
- 98
- Total Client Accounts
- 475
- Discretionary Accounts
- 475
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 327004
- SFG ADV PART 2A AND 2A APPENDIX 1 (2026-04-27) · View brochure text
- SFG ADV PART 2A AND 2A APPENDIX 1 (2026-02-05) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗