CFG Wealth offers investment advisory services to individuals and other clients. As a fiduciary, CFG Wealth aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. CFG Wealth offers asset management services, including creating portfolios of stocks, ETFs, options, and other securities. CFG Wealth also provides financial planning and consulting services, covering investment planning, retirement planning, estate planning, tax planning, and more.
Fee Structure
CFG Wealth offers asset management services for a fee that will not exceed 1.75% annually. This fee is calculated monthly in advance based on the value of your account on the last day of the previous month. The fee is negotiable and will be deducted from your account. CFG Wealth also charges performance-based fees to some clients, up to 20% of net profits.