CB3 Financial Group offers investment management, financial planning, and consulting services. Investment management includes customized accounts and separately managed programs. CB3 manages accounts opened at Interactive Brokers, LLC. CB3 offers three managed programs: Growth, Growth Income, and Discretionary Strategies. CB3 does not guarantee investment results.
Assets Under Management$30M
Clients35
Advisors2
Avg. per Client$840K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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