California Benefits and Retirement Group (CALBRG) provides ongoing portfolio management based on individual client goals and risk tolerance. CALBRG also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. CALBRG generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$250K
Clients3
Advisors1
Avg. per Client$82K
Avg. per Advisor$250K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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