Assets Under Management
$251.1M
Number of Clients
549
Number of Advisors
2
Average Client AUM
$457K
AUM per Advisor
$125.6M
Compensation
Fee-Only (AUM)
CMG Capital Management Group offers discretionary and non-discretionary investment advisory services. They determine and direct investment approaches aligned with client financial objectives, allocating assets across various classes. They may recommend specific investment vehicles. For individual retail clients, annual investment advisory fees generally include financial planning and consulting services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.65% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Total Assets across all client Accounts (“Household”), including Managed Private Investments will be combined to meet the above cost breakpoints for adviser cost calculation purposes.
75 Valley Stream Parkway, Suite 201, Malvern, PA, 19355