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
Whittier, CA
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
Alice is an Investment Advisor Representative (IAR) through CLG, LLC since October 2023, spending nearly full-time on this. Alice is also an insurance agent, providing fixed insurance advice based on client needs, dedicating a few hours per week to this.