CGAA Inc. (CGA) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. CGA creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. CGA generally limits its investment advice to mutual funds but may use other securities to diversify a portfolio when applicable. CGA does not participate in wrap fee programs.
Assets Under Management$7M
Clients1
Advisors1
Avg. per Client$7M
Avg. per Advisor$7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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