CCLG Advisors LLC is a registered investment advisor based in Orlando, Florida, founded and led by Hylton Davis. The firm provides discretionary investment management services to individuals, trusts, and business entities. CCLG Advisors utilizes the custodial and trading platform offered by Altruist Financial LLC and has access to model portfolios and tax management tools through the Altruist Model Marketplace. The investment strategy primarily focuses on long-term value investing, fundamental and technical analysis, and tactical asset allocation across various securities including mutual funds, exchange-traded funds, real estate investment trusts, and fixed income products. CCLG Advisors operates with a fiduciary duty to act in clients' best interests, particularly regarding retirement plan rollovers and portfolio management. In addition to investment management, the firm's representatives may offer separate services such as insurance sales, accounting, and mortgage brokerage.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are billed monthly in arrears and are negotiable based on client type, account complexity, asset composition, and total assets managed. Clients may also incur model portfolio fees ranging from 0% to 1% if using the Altruist Model Marketplace.