Assets Under Management
$97.6M
Number of Clients
64
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$48.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
CFG Wealth Management Services, Inc. is a Registered Investment Adviser offering investment supervisory services, individual portfolio management, pension consulting, and financial planning. Services are tailored to individual client needs and objectives, with discretionary and non-discretionary management options. Financial planning is offered as part of a Wealth Enhancement Service or on a standalone basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable on a client-by-client basis.
9840 Westpoint Drive, Suite 150, Indianapolis, IN, 46256