CFG Wealth Management Services manages investment portfolios and provides personalized financial planning and retirement plan consulting for individuals, families, and businesses. CFG Wealth Management Services develops tailored investment strategies based on each client's individual goals, time horizon, and comfort with risk, typically managing accounts with the authority to make trades on the client's behalf. For existing clients, CFG Wealth Management Services offers comprehensive financial planning covering areas such as taxes, cash flow, insurance, retirement, and estate planning. The firm also provides consulting on an hourly basis for specific financial topics.
Assets Under Management$110M
Clients68
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 based on client complexity and relationship size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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