Certior Financial Group, LLC
Assets Under Management
$388.0M
Number of Clients
491
Number of Advisors
7
Average Client AUM
$790K
AUM per Advisor
$55.4M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
CFG provides financial planning and asset management, building strong client relationships through customized services. They offer a multi-disciplined, hands-on approach to financial planning, working with clients to implement personalized plans. Asset management aims to achieve reasonable returns while mitigating downside risk, utilizing multiple investment styles and products.
Fee Structure
Financial planning fees range from $1,000 to $15,000 per project and are negotiable. Ongoing financial planning and consulting services are also available for a fixed monthly or quarterly fee, or included as part of a negotiated assets under management fee. The annual fee for asset management services includes CFG’s advisory fee (maximum 1.2%, which is negotiable), plus a sub-adviser strategy fee if the sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable).
Areas of Practice
Location
20104 Valley Forge Circle, King of Prussia, PA, 19406