Cox Financial Group (CFG) provides portfolio management of stocks, bonds, and alternative investments to individuals, trusts, partnerships, and retirement plans. CFG analyzes clients’ financial situations, including investments, insurance, tax status, retirement goals, and estate planning needs. CFG offers financial planning services to all its clients and considers socially responsible investing requests. CFG uses a sub-advisor, Corient Asset Management Services, for investment management.
Assets Under Management$69M
Clients42
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | Included |
| $5M+ | Included |
Fees are calculated as a percentage of assets under management. For accounts with assets over $5 million, fees are reduced by 0.25% (25 basis points) on the amount of assets over $5 million. All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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