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
21250 Hawthorne Blvd., Suite 560, Torrance, CA, 90503
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
Elizabeth is an Investment Advisory Representative at CLG LLC DBA Moran, Heising, & McElravey, LLC since 2002. She is also the owner of McElravey Financial Planning, an S corp created to manage tax and administrative issues, and sells fixed/traditional insurance products, dedicating a few hours per week.