Cobb Planning Group (CPG) refers clients to third-party portfolio managers. CPG may provide an initial consultation to assess a client's financial situation, including employment status, cash reserves, retirement account values, age, retirement date, risk tolerance, and other income sources. With this information, CPG assists clients in developing an appropriate investment strategy with the help of a third-party money manager. Consultations may include tax, insurance, retirement, and estate planning.
Assets Under Management$1.6M
Clients80
Advisors1
Avg. per Client$20K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee paid to third-party money manager. Lower fees for comparable services may be available from other sources. Total fees will not exceed 3% of assets under management under any circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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