Cultivate Financial Group (CFG) offers investment management services, including equity, alpha, and fixed income strategies, as well as wealth management and financial planning services. CFG also provides institutional services such as asset allocation and consulting. CFG tailors its services to each client's goals and objectives, and clients can impose restrictions on investments. CFG does not sell annuities or insurance products.
Assets Under Management$62M
Clients30
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.65% |
Fees are for Equity & Alpha portfolios. Fixed income portfolios have lower fees. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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