Spg Advisors LLC

SPG Advisors LLC is a registered investment adviser founded in 2016 and registered with the SEC in 2020. The firm offers discretionary asset management services to clients, including financial consultation planning and investment advisory services. SPG Advisors charges fees based on a percentage of assets under management, with an annual rate of up to 1.50%. Clients must consent to direct debiting of their investment account for fee payment. The firm may also assess separate fees for advisory services related to DST investments, with potential conflicts of interest disclosed to clients. SPG Advisors requires a minimum balance of $500,000, which may be waived at the firm's discretion. The firm's investment strategies are tailored to individual client objectives and risk tolerance, with ongoing portfolio monitoring and adjustments. Clients have the option to engage in financial planning services on a standalone fee basis, with fees based on hourly rates or fixed fees depending on the complexity of the plan. SPG Advisors does not charge performance-based fees and does not vote proxies on client securities. Clients are encouraged to vote their proxies directly. The firm does not have custody of client funds but has authority to move money to third parties at client instruction. SPG Advisors does not require prepayment of management fees and has no adverse financial conditions likely to impair its commitments to clients.