Constant Guidance Financial (CGF Advisor) offers wealth management advice, investment advisory, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, plan sponsors, and other business entities. CGF Advisor manages accounts on a discretionary basis and provides services such as asset allocation, investment planning, retirement planning, and estate planning. Financial planning is offered to investment management clients at no additional charge. Standalone financial planning is offered on an hourly or project basis.
Assets Under Management$170M
Clients246
Advisors1
Avg. per Client$670K
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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