CGM Investment Management manages investment portfolios for individuals, trusts, and pension plans, making investment decisions for clients. They primarily use stocks, bonds, and cash. Clients choose from several portfolio types with varying risk and return characteristics. Clients receive quarterly reports and have direct access to their portfolio manager.
Assets Under Management$85M
Clients18
Advisors1
Avg. per Client$4.7M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Management fees are negotiable. Qualified investors may select an alternate fee schedule based on profits above a benchmark index (25% of profits above benchmark plus 0.25% of account value) or a percentage of profits (ranging from 5% to 20% depending on the amount).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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