CEG Wealth Partners offers financial planning, goal setting, financial coaching, and investment recommendations. CEG works with clients to understand their goals and objectives based on their income, spending habits, and savings patterns. CEG offers advice on ETFs, mutual funds, and individual stocks and bonds. CEG does not manage client assets and does not have discretionary power over client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...