CMG Wealth Advisors is a registered investment advisor providing investment management and portfolio management services to individual and institutional investors. CMG Wealth Advisors manages assets through separately managed accounts and wrap fee programs, where accounts are custodied at independent financial institutions such as LPL Financial or Commonwealth Financial Network. The firm customizes portfolio construction based on each client's specific goals, time horizon, risk tolerance, and tax considerations, utilizing a wide range of investments including exchange-traded products, equities, fixed income, mutual funds, options, and alternative assets. In addition to individual wealth management, the firm offers retirement plan consulting services to employers and plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.30% |
| $5.0M - $50.0M | 0.85% |
| $50.0M - $100.0M | 0.80% |
| $100M+ | 0.80% |
Separate schedule applies to fixed income only portfolios: $0 to $2,499,999 at 0.60%, and $2,500,000+ at 0.50%. Fees are negotiable and subject to firm discretion.