Cfg Wealth Management Services INC
Assets Under Management
$97.6M
Number of Clients
64
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$48.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CFG Wealth Management Services provides continuous investment advice based on individual client needs. They create and manage portfolios based on a client's personal investment policy, considering objectives, time horizons, and risk tolerance. They also offer pension consulting and financial planning services, including the Wealth Enhancement Service, which combines financial planning with investment supervision.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable based on client circumstances.
Fee Estimator
For investment management, you'll pay an annual fee based on the amount of assets managed (see table for rates). Financial planning as part of the Wealth Enhancement Service also uses an AUM-based fee (see table for rates). Stand-alone financial planning and consulting services are billed at $250 per hour. Fees may be negotiable based on client circumstances.
Areas of Practice
Location
9840 Westpoint Drive, Suite 150, Indianapolis, IN, 46256