CIG Asset Management offers financial planning and investment management services. Financial plans cover cash flow, tax planning, risk management, education funding, retirement, and estate planning. The firm manages investments through a fee-based program, buying and selling securities on your behalf. CIG Asset Management also manages private investment funds.
Assets Under Management$140M
Clients196
Advisors2
Avg. per Client$700K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.80% |
| $750K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.80% |
The advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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