Activum Sg Global Advisors LLC

CRD#311381
Investment Advisor Firm

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Learn more about Activum Sg Global Advisors LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • Office Locations

    • Overview

    Activum Sg Global Advisors LLC operates as a financial advisory firm located in East Hampton, New York. The company controls $1.6 billion in total assets across one client account, making it one of the biggest firms in the United States by assets under management (AUM). It has a small team, including 4 financial advisors. Activum Sg Global Advisors LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as equities, options and bonds.

    Activum Sg Global Advisors LLC manages zero of its accounts on a discretionary basis. Discretionary management is a structure in which transaction choices are made by a portfolio manager without requiring client permission. The firm also administers one non-discretionary accounts with a total of $1.6 billion in assets. Activum Sg Global Advisors LLC's average account size is $1.6 billion. The average financial advisor at Activum Sg Global Advisors LLC administers fewer than one client account, placing it among the most personalized firms in the country.

    Activum Sg Global Advisors LLC's headquarters is located at 300 Pantigo Place, East Hampton, New York 11937.

    Assets Under Management

    $1.6 billion

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    300 Pantigo Place
    East Hampton, NY 11937

    Activum Sg Global Advisors LLC by the Numbers

    Total Assets Under Management

    $1.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    4

    National Average: 64
    Total Number of Accounts

    1

    National Average: 375,227
    Average Account Size

    $1.6 billion

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees largely depend on which service is offered. Fees billed by the firm typically consist of the following fee type: fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Activum Sg Global Advisors LLC.

    Available

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Activum Sg Global Advisors LLC does not have any disclosures.

    Please visit its Form ADV for more details.

    Back to Overview

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