CIGX, LLC manages investment portfolios for clients, primarily using exchange-traded funds (ETFs), but also uses mutual funds, stocks, and bonds. CIGX creates model portfolios based on economic research and client risk tolerance. CIGX also offers financial and retirement planning services, gathering client financial information to create a written plan. CIGX does not offer advice on property, casualty, or liability insurance needs, or tax matters.
Assets Under Management$42M
Clients103
Advisors3
Avg. per Client$410K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable for accounts in excess of $3 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...