Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For Comprehensive Portfolio Management, the maximum annual fee is 2.50%, billed quarterly in advance. Financial Planning & Consulting services are charged hourly (up to $500/hour), flat (ranging from $500 to $10,000), or recurring (up to $2,500). Pontera charges a 0.30% fee for managing held-away assets, but CLG, LLC covers this cost for clients.
Areas of Practice
Advisor Information
Office location
4821 E 2nd Street, Long Beach, CA, 90803
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.
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Elizabeth is an Investment Advisor Representative (IAR) at CLG, LLC dba Wealth Management since 2016, spending about half her time on compliance and trading. She is also a partner/part owner in CLG Holding Company, LLC, a family holding company that owns the RIA CLG, LLC, dedicating minimal time to it. Additionally, Elizabeth is a partner/financial professional at John d. Cartwright & Assoc, INC, providing financial services and support to the regional office, dedicating about 10-20% of her time.