CMG Wealth Management manages investment portfolios and provides retirement plan consulting. CMG offers asset management services on both a discretionary and non-discretionary basis, investing in stocks, bonds, mutual funds, ETFs, REITs, and options. CMG also provides advisory services to participants in employer-sponsored 401(k) plans. CMG can generate one-time due diligence reports on private investments.
Assets Under Management$380M
Clients332
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$76M
Fee Structure
Investment management only (planning not offered)
CMG Wealth Management charges a percentage of the total value of your portfolio each year. This fee is negotiable. The standard range is 0.25% to 1.25% annually, paid quarterly in advance.
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