Consolidated Financial Management Group (CFMG) provides investment advice and financial planning to individuals, pension plans, trusts, estates, and businesses. CFMG offers portfolio management, creating investment strategies based on client goals. They also provide financial planning, covering areas like education, tax, retirement, and investments. CFMG offers pension consulting services, including investment policy statement preparation, investment vehicle selection, and performance monitoring.
Assets Under Management$520M
Clients666
Advisors5
Avg. per Client$770K
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.70% |
Advisory fees are negotiable. CFMG may group certain related client accounts for the purposes of determining the annualized fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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