C2 Investment Group provides investment advice through consultation, offering a portfolio management service to municipalities, universities, educational districts, and other public funds entities. C2 Investment Group offers Government Bond Index Tracking services, advising clients on selecting the appropriate bond index to replicate based on their investment objectives, goals, and risk parameters. Clients are given access to an index tracking optimization application to manage their portfolios, with C2 Investment Group defining the constraints for the index universe.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.10% |
Annual fee not to exceed $30,000 per year per portfolio. Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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