Assets Under Management
$189.1M
Number of Clients
254
Number of Advisors
3
Average Client AUM
$745K
AUM per Advisor
$63.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
CBFG provides portfolio management tailored to individual client goals, financial planning, and family office services. They may recommend sub-advisers and offer access to UPTIQ for lending and cash management solutions. Fees are asset-based or fixed, and conflicts of interest are disclosed.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable. SIMC's fee is variable depending on the strategy selected.
1223 N. Church Street, Moorestown, NJ, 08057