Frequently Asked
Questions
Who is CLG?
CLG is a family-owned wealth management firm located in Long Beach, CA that focuses primarily on comprehensive financial planning.
What services does CLG offer?
CLG offers financial, retirement, legacy, insurance, investment, and tax planning.
How does CLG get paid?
Most of our clients pay their advisors an annual fee – billed quarterly – based on the assets under management. Advisors can also choose to charge a consulting fee, which may be hourly, annual, or a one-time payment.
Who are CLG clients?
We work with individuals, families, and small business owners.
Is CLG a fiduciary?
Yes. Fiduciaries are individuals or organizations that act on behalf of others and are required to prioritize their clients’ interests over their own.
How much experience does CLG have?
We have over 170+ years of combined industry experience.
What is CLG’s investment philosophy?
Our investment philosophy entails tailoring investments to each client’s long-term goals and objectives.
Where will my assets be held?
Our primary custodian is Fidelity, but we also collaborate with various other investment firms to address our clients’ needs.