Community Financial Group (CFG) offers investment management services tailored to individual client needs. CFG works with clients to understand their financial goals, risk tolerance, and overall situation to create a suitable investment strategy. CFG constructs portfolios using mutual funds, ETFs, individual stocks, and bonds. CFG also offers financial planning services covering personal finance, taxes, investments, insurance, retirement, and estate planning. CFG may recommend third-party managers or sub-advisors.
Fee Structure
CFG's investment advisory fees range from 0% to 2.00% annually, depending on the size and complexity of the client relationship. Fees are based on the value of your portfolio at the end of each quarter and are typically billed after the quarter ends. Fees may be negotiable. If CFG recommends a third-party manager or sub-advisor, those fees are separate and in addition to CFG's fees. CFG may recommend wrap fee programs offered by third-party managers.