CEG Wealth Partners offers personalized advisory services including financial planning, goal setting, financial coaching, and investment recommendations tailored to each client's needs. The firm also hosts educational seminars and workshops. CEG Wealth Partners focuses on long-term passive investments such as exchange-traded funds, mutual funds, and individual stocks and bonds, utilizing a buy-and-hold philosophy with broad market diversification. CEG Wealth Partners does not manage client assets directly or hold the authority to make trades without asking first; clients retain control and execute their own trades based on the firm's guidance. The firm is owned by Dana E. Barnes and serves clients ranging from recent graduates to retirees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable and billed monthly in arrears. The fee schedule applies based on portfolio value even though the firm does not have discretionary trading authority.