CME Financial Services refers clients to third-party investment advisors, such as Private Advisor Group, to manage their assets. CME Financial Services receives a portion of the advisory fees charged by these third-party advisors. Clients are responsible for all other fees, such as custodian and brokerage fees. The firm does not offer tailored services, but client may impose restrictions on investments.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
CME Financial Services refers clients to Private Advisor Group. CME Financial Services receives 0.50% of the 1.00% fee, and Private Advisor Group receives the other 0.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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