Citigroup Global Markets INC.
Assets Under Management
$46.9B
Number of Clients
56,938
Number of Advisors
2267
Average Client AUM
$823K
AUM per Advisor
$20.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Citigroup Global Markets Inc. (CGMI) provides investment advisory services through various programs to clients of Citi Private Bank, Citi Global Wealth at Work, Citi Personal Wealth Management, and Citi Personal Investments International. These programs offer services such as investment manager selection, portfolio evaluation, discretionary portfolio management, and reporting. CGMI relies on fundamental and technical analysis to provide investment advice.
Fee Structure
CGMI charges an annualized, fixed asset-based fee of up to 2%. This fee is negotiable based on various factors. This fee covers CGMI's services, clearing firm charges, and compensation to the client's financial advisor. Clients also pay a separate fee to the investment managers selected to manage their assets, ranging from 0.10% to 0.60% annually, depending on the asset class and investment style. These investment manager fees are not negotiable and are subject to change. Additional fees may apply for other services like wire transfers and account transfers.
Areas of Practice
Location
388 Greenwich Street, New York, NY, 10013
