With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.
SDM Advisors LLC is affiliated with Retirement Plan Advisory Group, and along with hundreds of expert advisors nationwide, are united in our mission to build a winning reitrement plan for employers and for their employees.
There are two ways by which SD Mayer can receive payment for their services. The first is by a fixed percentage of plan assets. The percentage tends to be anywhere between 0.25% and 0.5% of plan assets. The second option is by a flat fee which typically fluctuates between $5k to $10k. Both of these options resemble annual recurring income.
Securities and Advisory Disclosure:
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through ValMark Advisors, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800- 765-5201. SDM Advisors, LLC is a separate entity from ValMark Securities Inc. and ValMark Advisers, Inc.