Citigroup Global Markets Inc. (CGMI) provides investment advisory services through various programs to clients of Citi Private Bank, Citi Global Wealth at Work, and Citi Personal Wealth Management. These programs offer services like investment manager selection, ongoing evaluation, portfolio review, and discretionary portfolio management. CGMI relies on fundamental and technical analysis from various sources to provide investment advice. CGMI offers accounts with single or multiple investment strategies, personalized to the client's needs.
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.