CFIG Investment Advisory Services manages custom investment portfolios and provides financial planning, retirement planning, and business consulting services. CFIG uses a tactical allocation strategy aimed at reducing risk and increasing performance across a wide range of securities, including stocks, bonds, mutual funds, exchange-traded funds, options, and alternative investments. CFIG works with individuals, families, business entities, trusts, and retirement plans, tailoring strategies to each client's specific financial situation and risk tolerance.
Assets Under Management$31M
Clients17
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $500K - $10.0M | 0.88% |
| $10M+ | 0.75% |
Fees may be negotiated under unusual circumstances. Accounts under $500,000 may be charged a 1.25% fee and are subject to a minimum annual fee of $3,125.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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