Corrigit Capital Group (CCG) offers investment management services to clients with various financial needs. CCG works with clients to develop a portfolio based on their financial situation, investment objectives, risk tolerance, and any investment restrictions. CCG manages the portfolio on a discretionary basis and may use third-party investment programs. Clients can terminate their account with written notice.
Assets Under Management$21M
Clients18
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.30% |
| $5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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