CBG & Company is an independent registered investment advisor based in Fishers, Indiana, offering personalized portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans. Founded in 2008, the firm builds customized investment portfolios using fundamental and technical analysis, focusing primarily on mutual funds, exchange-traded funds, and individual bonds. CBG & Company provides both discretionary and non-discretionary portfolio management, as well as modular and consultative financial planning that covers retirement, college education, and portfolio reviews. Additionally, the firm offers specialized consulting and accounting services tailored to dental practices, alongside insurance products through affiliated licensed agents.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Accounts valued below $100,000 may be charged an annualized fee of 1.25% in certain circumstances. Fees are negotiable.