CGI Wealth Advisors offers investment advisory services to individuals and businesses (excluding 401(k) and pension plans). They help clients set financial goals and create investment plans based on their risk tolerance. CGI Wealth Advisors uses Modern Portfolio Theory and asset allocation strategies to diversify investments. They manage accounts on an ongoing basis, rebalancing portfolios and monitoring performance. The firm has discretionary authority to make investment decisions.
Assets Under Management$110M
Clients111
Advisors2
Avg. per Client$990K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees may be subject to negotiation under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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