CMC Financial Group offers investment management based on your goals, risk tolerance, and time horizon. They evaluate your current investments and may recommend third-party investment advisors. CMC Financial Group also provides financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily recommend ETFs but may use other securities to diversify your portfolio. Retirement plan consulting services are also offered to employer-sponsored retirement plans.
Assets Under Management$120M
Clients230
Advisors3
Avg. per Client$520K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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