CFG Retirement provides investment management services by using sub-advisors and co-advisors. CFG Retirement helps clients by recommending suitable programs, customizing portfolios, gathering client information to understand their needs, and making adjustments to portfolios as needed. CFG Retirement has the authority to change the management of the account and can terminate the sub-advisor relationship. Sub-Advisors execute trades on behalf of CFG Retirement in Client accounts.
Assets Under Management$180M
Clients367
Advisors4
Avg. per Client$500K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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