Melissa Andrizzi-sobel

Clg LLC

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Firm Information

Clg LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

24 advisors

Number of Clients

1,403 clients

Average Client Portfolio

$680K average

Assets Under Management

$953.8M

Fee Structure

Financial Planning:Included in AUM fee

Financial Plan Fee:$500 - $10,000

Hourly Rate:Up to $500/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Advisor Information

Office location

21250 Hawthorne Boulevard, Suite 560, Torrance, CA, 90503

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Regulatory History

Clean regulatory record

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.