Clg LLC
Assets Under Management
$953.8M
Number of Clients
1,403
Number of Advisors
24
Average Client AUM
$680K
AUM per Advisor
$39.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CLG, LLC offers comprehensive portfolio management with financial planning, and standalone financial planning & consulting services. They utilize various analysis methods including technical, cyclical, and fundamental analysis. Investment strategies include long-term, short-term purchases, and trading. They also offer retirement plan consulting to employer plan sponsors.
Fee Structure
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.
Areas of Practice
Location
4821 E 2nd Street, Long Beach, CA, 90803