CIO Capital Group offers wealth management and investment advice to wealthy individuals and families. CIO Group operates independently without ties to any financial institutions. They use data analytics and technology to help clients make informed financial decisions. CIO Group acts as a long-term partner, providing guidance on investments, cash management, and multi-generational planning.
Assets Under Management$26M
Clients5
Advisors2
Avg. per Client$5.1M
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
CIO Group provides investment management services exclusively through a bundled fee program. The fee covers investment advice, trading, custody, and administrative services. CIO Group does not offer investment advisory services outside of this program. The specific fee schedule is in their Wrap Fee Program Brochure.
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