C2g Capital Management LLC fees and pricing
Financial planner in Summerville, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, C2g Capital Management LLC charges a flat or project fee of $1,000-$5,000 and an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“C2G’s fixed fee is negotiable and typically ranges from $1,000 to $5,000 for an analysis and subsequent plan.”
- Annual fee
- $1,000/yr
“C2G requires a minimum advisory fee of $1,000 per year per client or grouped clients.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How C2g Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the client chooses this option, the fee is payable upon receipt of a written invoice.”
- “For pension consulting to employers that sponsor a retirement plan, the fees are either deducted from the plan in arrears quarterly or paid directly to C2G upon receipt of a written invoice.”
- “Payment of Fees in Advance and Refunds Clients pay a portion of C2G’s advisory fee for financial planning services in advance.”
How C2g Capital Management LLC’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the South Carolina median of $3,000. 49% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- Its annual fee of $1,000 is below the South Carolina median of $5,000. None of the 22 other South Carolina planners that publish an annual fee charge less.
About C2g Capital Management LLC
- Firm size: 3 employees.
- Registered as an adviser: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.75% a year
- Clients
- 140
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $21,276,157
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137014
- Phone
- (843) 553-9899
Can advise clients in 2 states: Illinois, South Carolina
Other planners in Summerville that publish fees
- Deltax Capital LLCSummerville$350/hr
- Generouswealth, LLCSummerville$250-$500/hr, $500-$15,000
- Premier Wealth Partners, LLCSummerville$150/hr
- Scipio Financial LLCSummerville$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.