Continuum Global Asset Management (CGAM) offers investment management services based on fundamental and technical research. CGAM creates an investment policy for each client and provides quarterly reviews. Clients can choose discretionary or non-discretionary services. CGAM uses various investment products, including individual stocks and bonds, mutual funds, and exchange-traded funds. Fees are based on the value of assets managed.
Assets Under Management$55M
Clients53
Advisors1
Avg. per Client$1M
Avg. per Advisor$55M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees are negotiable for accounts over $2,500,001. CGAM also offers a profit-based fee of 20% of profits for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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