CLG provides comprehensive portfolio management, financial planning, and retirement plan consulting services to individuals, high net worth individuals, trusts, estates, and businesses. Founded in California in 2016, CLG helps clients align their portfolios with personal goals and risk tolerances through continuous monitoring, rebalancing, and the use of third-party investment managers or direct asset management. The firm also offers specialized services such as managing held-away assets and providing access to commission-free insurance products.
Assets Under Management$1.1B
Clients1,448
Advisors23
Avg. per Client$780K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual fee charged will not exceed 2.50% and is negotiable.
Fee Estimator
Your Portfolio Value
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Location
23 Advisors at this firm
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