Capital Guard Investments LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. The firm also provides financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. CG Investments LLC primarily recommends mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$18M
Clients20
Advisors1
Avg. per Client$880K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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