Elizabeth Carr is a registered investment advisor at Clg LLC, based in Long Beach, CA, with 37 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,448 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CLG, LLC offers comprehensive portfolio management where clients receive both asset management and financial planning for a combined fee. The maximum annual fee charged for this service is 2.50%. Fees are negotiable and are billed quarterly in advance based on the value of the account. CLG does not charge an additional fee for managing held-away assets, but Pontera charges a 0.30% fee for those assets, which CLG covers.
Location
4821 E 2nd Street, Long Beach, CA, 90803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is an Investment Advisor Representative (IAR) at CLG, LLC dba Wealth Management since 2016, spending about half her time on compliance and trading. She is also a partner/part owner in CLG Holding Company, LLC, a family holding company that owns the RIA CLG, LLC, dedicating minimal time to it. Additionally, Elizabeth is a partner/financial professional at John d. Cartwright & Assoc, INC, providing financial services and support to the regional office, dedicating about 10-20% of her time.
Employment History
Current Registrations
Clg LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Financial Network Investment Corporation
Cetera Advisor Networks LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.