CBG & Company offers wealth management services that include financial planning, investment portfolio management, and other financial services. They tailor their investment advice to meet individual client needs, considering investment objectives and risk tolerance. CBG & Company provides both discretionary and non-discretionary portfolio management services. They also offer financial planning services, including retirement advice, pension reviews, and college education planning.
Assets Under Management$250M
Clients216
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
In certain circumstances, CBG & Company will charge an annualized fee of 1.25% for accounts which are valued below $100,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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