C2G Capital Management provides personalized financial planning, portfolio management, and retirement plan consulting for individuals, families, and businesses. Founded in 2005 and based in Summerville, South Carolina, the firm is led by Thomas J. Copeland, Jr. C2G Capital Management helps clients define their financial goals and risk tolerance, creating tailored investment strategies using mutual funds, exchange-traded funds, and variable annuities. In addition to investment management and financial planning, C2G Capital Management prepares income tax returns and acts as a licensed insurance agency offering life, disability, long-term care, and property and casualty insurance products. The firm manages investment accounts either by actively reallocating portfolios based on proprietary asset allocation models or by evaluating and monitoring existing holdings.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.35% |
| $5M+ | 1.35% |
Fees are negotiable. Accounts over $5,000,000 have fully negotiable rates. Subject to a $1,000 minimum annual fee.