CB3 Financial Group provides investment management and wealth planning services for individuals, families, business entities, and non-profits. Founded in 2006, the registered investment advisor offers several specialized investment programs, including capital growth, diversified growth, strategic growth, and growth and income strategies. CB3 Financial Group trades individual stocks, exchange-traded funds, bonds, and alternative investments. Client accounts are held at an independent custodian, Interactive Brokers, and CB3 Financial Group operates with the authority to make trades on behalf of clients without asking first. The firm tailors its strategies to match each client's goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are based on the daily value of securities in the account.