Chartered Advisory Group (CAG) provides personalized investment advice, including financial planning and asset management. Financial planning covers retirement, income, tax, cash flow, estate, risk management, and wealth planning. CAG also offers consulting services on financial and investment matters. Asset management involves continuous supervision of client accounts. CAG uses fundamental and technical analysis to inform investment strategies.
Assets Under Management$120M
Clients261
Advisors4
Avg. per Client$460K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fee may be higher or lower based on the type and compensation structure of the asset. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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