CG Maton Advisory is a wealth management company offering financial planning, consultation, and investment management. They provide services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and other business entities. CG Maton Advisory analyzes and recommends advisory platforms of other investment advisors with managed investment strategies. They also offer discretionary and non-discretionary investment management services.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.85% |
| $250K - $1.0M | 1.60% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Annual rate for investment management services is negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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