CMG Capital Management Group provides investment advice, managing client investments based on their goals. They offer various strategies, including equity, fixed income, and asset allocation, using different investment vehicles like stocks, bonds, ETFs, and mutual funds. CMG also provides access to third-party investment managers. For individual clients, financial planning may be included. CMG also manages private funds.
Assets Under Management$250M
Clients549
Advisors2
Avg. per Client$460K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.65% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable. Total assets across all client accounts are combined to meet the above cost breakpoints. Third-party strategist costs range from 0.25% - 0.80%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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