Robert Engels is a registered investment advisor at Cmg Wealth Management, based in Plano, TX, with 5 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 332 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CMG Wealth Management charges a percentage of the total value of your portfolio each year. This fee is negotiable. The standard range is 0.25% to 1.25% annually, paid quarterly in advance.
Location
2500 Dallas Parkway, Suite 400, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cmg Wealth Management
Previous Registrations
Fidelity Distributors Company LLCBroker
State Registrations5 states
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