CGR Financial offers investment advice, including reviewing client goals, recommending asset allocation strategies, and preparing written investment strategies. CGR Financial also provides consulting services such as risk assessment, investment planning, estate planning, and financial decision-making. CGR Financial may use a sub-advisor to manage client assets.
Assets Under Management$5.3M
Clients33
Advisors1
Avg. per Client$160K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 2.00% |
| $2M+ | 1.50% |
Clients will not be charged a total management fee over the 3% industry average. For accounts that utilize the services of another registered investment advisor for asset management (sub-advisory) services, there is no additional advisory fee to the Client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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