Cigale Financial Services is a registered investment advisor founded in 2024 and based in Shrewsbury, Massachusetts. Owned and operated by Joffrey Bremond, the firm offers personalized asset management, financial planning, and consulting services for individuals, as well as outsourced chief investment officer services for non-profit organizations. Cigale Financial Services focuses on long-term, passive investment strategies using fundamental analysis and modern portfolio theory, building diversified portfolios with stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. The firm can waive financial planning fees if clients also engage their asset management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are negotiable. Financial planning fees may be waived if asset management services are engaged.