Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.65% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Total Assets across all client Accounts (“Household”), including Managed Private Investments will be combined to meet the above cost breakpoints for adviser cost calculation purposes.
Fee Estimator
CMG Capital Management Group charges an annual investment advisory fee based on a percentage of assets under management. For example, the fee is 1.25% on assets between $500,001 and $2,000,000. Total assets across all client accounts are combined to meet fee breakpoints. Clients may also incur third-party costs, such as custodial fees and transaction costs. A minimum investment of $500,000 is generally required, but may be waived at the firm's discretion. Third-party strategist costs range from 0.25% to 0.80%.
Areas of Practice
Advisor Information
Office location
75 Valley Stream Parkway, Suite 201, Malvern, PA, 19355
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is the CEO and CIO of Capital Management Group, Inc., an RIA business, since 1994. He is also a passive owner of CMG Insurance LLC through CMG Capital Management Group, Inc., dedicating a few hours per week.