Ceeto Capital Group offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. CCG creates an Investment Policy Statement for each client. CCG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$440M
Clients16
Advisors4
Avg. per Client$27M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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