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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the owner of CLG, LLC, a registered investment advisory firm, and spends about 10-20% of his time providing advice to clients. He also dedicates minimal time to fixed insurance sales, a family holding company (CLG Holding Company, LLC), and John D. Cartwright & Associates, Inc., where he is the owner and insurance agent.