The Coleridge Group (TCG) manages investment portfolios and provides financial planning services. TCG requires ongoing financial planning for clients who want investment management. Financial planning covers areas like cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. TCG also offers project-based financial planning on specific topics.
Fee Structure
TCG offers investment management as an add-on service to ongoing financial planning. If you choose to add investment management, you'll pay an additional fee on top of your planning fee:
- Assets under $2,500,000: $1,800 per year ($150 per month)
- Assets over $2,500,000: $3,600 per year ($300 per month)
These fees are negotiable and paid monthly in arrears. The fees are also subject to a 3% inflation rate compounded annually, and adjusted every two years.
