C2G Capital Management offers financial planning, investment management through two programs (IMMFVAP and STIP), and pension consulting to employers. Financial planning covers various aspects of managing financial resources. Investment management involves asset allocation models using mutual funds or ETFs. C2G tailors its services to individual client needs, considering their goals, objectives, and risk tolerance.
Assets Under Management$18M
Clients140
Advisors1
Avg. per Client$130K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.35% |
| $5M+ | 1.35% |
Fees are negotiable for accounts over $5,000,001. Minimum advisory fee of $1,000 per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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