The Change Advisory Group (CAG) is an investment management firm that provides investment guidance to help clients achieve their financial goals. CAG establishes investment plans and portfolios tailored to each client's unique needs. CAG may offer advice on a broad range of investment and financial matters. CAG manages investment portfolios and offers financial planning services customized to each client's needs, including money management, retirement planning, investment planning, insurance planning, and estate planning.
Assets Under Management$75M
Clients61
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. Minimum quarterly fee of $250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...