CFIG Investment Advisory Services provides investment advice, financial planning, and pension consulting. They manage portfolios based on client objectives, using a tactical allocation strategy. They use various securities to reduce risk and increase performance. Clients receive quarterly statements and can discuss their accounts with their advisor. CFIG may also provide CFO services for business owners.
Assets Under Management$28M
Clients18
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$28M
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% |
| $5.0M - $10.0M | 0.88% |
| $10M+ | 0.75% |
Fees may be negotiable. Accounts under $100,000 will be charged a Management Fee of 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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