CFG Wealth Management Services offers investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's individual needs and goals. Financial planning includes analyzing a client's financial situation, tax planning, investments, insurance, retirement, and estate planning. CFG also provides consulting services on specific financial topics.
Assets Under Management$98M
Clients64
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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