CERES Financial Group (CFG) provides investment advice and financial planning to individuals, families, and organizations. CFG offers portfolio management services, creating customized portfolios or using model portfolios. They also offer financial planning services covering areas like retirement, estate, and tax planning. CFG also provides consulting services for pensions, trusts, and estates.
Assets Under Management$30M
Clients62
Advisors2
Avg. per Client$480K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $1.3M | 1.10% |
| $1.3M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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