Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Investment Supervisory Services (ISS) fees for Portfolio Freedom Accounts are based on a percentage of assets under management, ranging up to 2.50% annually. Pension Consulting fees are negotiated per plan, not to exceed 1.50% of assets under advisement, or a flat fee not to exceed $2,500. Financial planning fees are calculated on an hourly basis, with a maximum of $495 per hour. There is no minimum account size, but CIGI reserves the right to decline management services.
Areas of Practice
Advisor Information
Office location
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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