William Ciske
Advisor at SGH Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at SGH Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lathrup Village, MI 48076
Credentials
CFP®
Industry experience
1 year
William Ciske is a CFP® professional with one year of industry experience, currently serving at SGH Wealth Management. His prior roles include positions at Central Michigan University College of Business Administration, Lifeworks Advisors, and Shipt. Outside of financial advising, he performs freelance handyman work and has done occasional food delivery driving. SGH Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm employs proprietary model asset allocation strategies tailored to clients’ risk tolerance and utilizes a variety of investment instruments and analysis techniques.
Based on SGH Wealth Management
Based on SGH Wealth Management
Fixed financial planning fees ranging from $300 to $1,000, negotiable, max $1,200 advance payment.
$250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $15,000,000: 0.60% $15,000,000 - $25,000,000: 0.55% $25,000,000+: 0.50%
$225 per hour for financial planning services, minimum two hours per engagement, negotiable.
Account minimum: $250,000 Fee-only: Fixed fees for financial planning range from $300 to $1,000 (negotiable, max $1,200 advance payment). Hourly fees for financial planning are $225/hour with minimum two hours per engagement (negotiable).
17550 W Eleven Mile Rd
Lathrup Village, MI 48076
Michigan · Texas
SGH Wealth Management
2023 - Present (3 years)
Central Michigan University College of Business Administration
2023 - 2023 (1 year)
Lifeworks Advisors
2022 - 2022 (1 year)
Grand Traverse Resort & Spa
2021 - 2021 (1 year)
Shipt
2020 - 2023 (3 years)
Central Michigan University
2019 - 2023 (4 years)
D&D Renovations
2018 - 2023 (5 years)
Cedar Valley
2017 - 2019 (2 years)
Rondo & Sons Builders
2016 - 2016 (1 year)
Mio AuSable Schools
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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