CGC Financial Services helps clients create financial strategies to meet their goals. They offer investment management services where they design and manage portfolios for clients. CGC also creates customized financial plans covering retirement, education, estate planning, and tax considerations. They work with clients to understand their financial goals and provide ongoing advice.
Assets Under Management$880M
Clients1,151
Advisors5
Avg. per Client$760K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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