SGMG Enterprise LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 19, 2016. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Fee for the financial plan ranges from a minimum of $1000 to a maximum of $2500 depending on complexity.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How SGMG Enterprise LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The advisory fees referenced above are payable quarterly in advance.”
• “The first payment is due upon execution of the Investment Advisory Agreement and is assessed pro-rata in the event the Agreement is executed at times other than the first day of the calendar quarter.”
• “If the client terminates the Agreement within five (5) days of signing the Agreement, the client is provided a full refund.”

How SGMG Enterprise LLC’s fees compare

• Its flat or project fee of $1,000 is below the Texas median of $3,850. 9% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 49 other planners in Houston that publish a flat or project fee charge less.

About SGMG Enterprise LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

139552

Phone

(713) 471-9632

Other planners in Houston that publish fees

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• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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