Cmg Capital Management Group, INC.
Assets Under Management
$251.1M
Number of Clients
549
Number of Advisors
2
Average Client AUM
$457K
AUM per Advisor
$125.6M
Compensation
Fee-Only (AUM)
About This Firm
CMG Capital Management Group offers discretionary and non-discretionary investment advisory services. They ascertain client investment objectives and allocate assets accordingly, providing ongoing supervision. For individual clients, fees generally include investment advisory, financial planning, and consulting services. CMG's advisors tailor investment recommendations based on client financial situations, objectives, risk tolerance, and time horizon, utilizing various strategies and asset classes.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.65% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Total Assets across all client Accounts (“Household”), including Managed Private Investments will be combined to meet the above cost breakpoints for adviser cost calculation purposes.
Fee Estimator
CMG Capital Management Group charges an annual investment advisory fee based on a percentage of assets under management. For example, the fee is 1.25% on assets between $500,001 and $2,000,000. Total assets across all client accounts are combined to meet fee breakpoints. Clients may also incur third-party costs, such as custodial fees and transaction costs. A minimum investment of $500,000 is generally required, but may be waived at the firm's discretion. Third-party strategist costs range from 0.25% to 0.80%.
Areas of Practice
Location
75 Valley Stream Parkway, Suite 201, Malvern, PA, 19355