Claremont Financial Group (CFG) provides financial planning and investment management services to individuals, high net worth individuals, trusts, estates, and charitable organizations. CFG uses financial strategies consistent with the client's financial condition, tax status, and risk/reward objectives. CFG offers asset allocation systems through third-party providers and may use a sub-advisor to manage portfolios for Clients where an asset allocation system is not suitable.
Assets Under Management$120M
Clients305
Advisors1
Avg. per Client$390K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All managed accounts are subject to a 0.05% fee for broker-dealer oversight. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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