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SJHL Financial Group

Updated today

Total assets under management

$138,651,427

Total clients

344

13% high-net worth

Total advisors

5

of 11 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

69

Average account size

$403,056

About

SJHL Financial Group provides investment advisory and financial planning services to individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages roughly $138.7 million for about 344 client relationships and offers discretionary investment management, limited-scope project-based financial planning, and retirement plan consulting and participant education.

Investment management is delivered through customized strategic asset allocations implemented primarily with low-cost mutual funds and ETFs and is sub-advised by Buckingham Strategic Partners, LLC; the firm generally employs fundamental analysis and a long-term orientation and typically exercises discretionary trading authority. Financial planning recommendations may be provided as part of investment management at no additional charge, while standalone project-based planning engagements are offered with defined scopes and end upon delivery of recommendations.

Two features that distinguish SJHL from many peers are its multi-office footprint — the firm operates six offices — and its affiliation with a separately owned accounting firm, Swindoll, Janzen, Hawk & Loyd, LLC. Several advisory personnel hold CPA and Personal Financial Specialist credentials and spend significant time in the affiliated accounting practice; SJHL discloses the resulting referral and service conflicts (including arrangements around sub-advisory services, fee collection via custodial debit, and standing letters of authorization) and states clients are not required to use affiliated services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fee based on scope and complexity for Limited-Scope, Project-Based Financial Planning; half due at engagement start, remainder upon delivery; hourly fees may apply if scope changes.

Percentage

$0 - $49,999: 1.45% $50,000 - $199,999: 1.35% $200,000 - $499,999: 1.20% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

SJHL Financial Group

123 South Main St.

Mcpherson KS 67460, United States

Number of offices

6

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