
Company
Our Clients
SFG receives no commissions, referral fees or expense reimbursements from any of the securities or investment companies we recommend. Thus, we remain unbiased and always keep the client's best interests in mind. Our investment management services typically provide the greatest benefit to clients with investment assets of at least $500,000 or a total net worth that exceeds $1 million. We charge an asset-based fee ranging from 0.25% to 1.9% depending on the amount of assets.
At our discretion, Sessions Financial Group, Inc. will provide elements of our planning services to our investment management clients for no additional fee.