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 #560, Torrance, CA, 90503
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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
Paul is an IAR/Partner at CLG DBA Moran, Heising, & McElravey, LLC, spending full-time servicing existing clients and prospecting for new ones. He also works as an agent providing fixed insurance advice, dedicating minimal time to this activity, and is the President of Pegasus Wealth Management Inc., spending minimal time detailing and reporting income and expenses for tax purposes.