CMG Capital Management Group provides investment management and advisory services to individuals, families, and institutions. CMG Capital Management Group uses a variety of quantitative, technical, and tactical investment strategies across different asset classes, including stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. The firm emphasizes risk-managed approaches, such as trend following and tactical asset allocation, aiming for growth and downside protection. In addition to managing separate accounts directly, CMG Capital Management Group offers access to third-party managers and proprietary strategies through turnkey asset management platforms and works with qualified clients on private investment opportunities.
Fee Structure
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% |
Third-party strategist costs (0.20% to 0.80%) are in addition to the advisory fee. Fees are negotiable.