CG Capital Wealth provides comprehensive financial planning and discretionary investment management services to individuals and business owners. CG Capital Wealth tailors its approach to each client's risk tolerance, goals, and time horizon. Investment management portfolios are built using exchange-traded funds and mutual funds through a platform provided by Orion Portfolio Solutions, with accounts custodied at Fidelity Investments. In addition to investment management, CG Capital Wealth offers annual financial planning covering retirement, cash flow, tax coordination, education funding, estate planning review, insurance analysis, and employer-sponsored retirement plan guidance. Connor Goodwin also acts as an independent insurance producer, offering fixed annuities and various life insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fee is up to 1.00% of assets under management, billed quarterly in arrears. Fees are negotiable at the firm's discretion.