CGMI charges an annualized, fixed asset-based fee of up to 2%. This fee is negotiable based on various factors. This fee covers CGMI's services, clearing firm charges, and compensation to the client's financial advisor. Clients also pay a separate fee to the investment managers selected to manage their assets, ranging from 0.10% to 0.60% annually, depending on the asset class and investment style. These investment manager fees are not negotiable and are subject to change. Additional fees may apply for other services like wire transfers and account transfers.
Citi Private Bank, 201 S. Biscayne Blvd, FL 31 Ste 3100 & FL 33 Ste 3, Miami, FL, 33131
Get directionsAaron is a military officer in the United States Army Reserves, serving as a civil affairs governance officer. This non-investment related activity takes a few hours per week.