CTG Wealth Management offers investment management and financial planning services. CTG develops investment plans based on clients' goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers cash flow, college savings, employee benefits, retirement planning, risk management, and tax strategies. CTG is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$7.5M
Clients10
Advisors1
Avg. per Client$750K
Avg. per Advisor$7.5M
Fee Structure
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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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