CLG, LLC offers asset management and investment consulting services to help clients achieve their financial goals. As a fiduciary, CLG always acts in the client's best interest. CLG provides comprehensive portfolio management, financial planning, and retirement plan consulting. CLG also offers access to commission-free insurance products through DPL Financial Partners.
Fee Structure
CLG, LLC offers comprehensive portfolio management where clients receive both asset management and financial planning for a combined fee. The maximum annual fee charged for this service is 2.50%. Fees are negotiable and are billed quarterly in advance based on the value of the account. CLG does not charge an additional fee for managing held-away assets, but Pontera charges a 0.30% fee for those assets, which CLG covers.