Ctr Financial Group LLC

CTR Financial Group, LLC is a New Jersey State registered Investment Advisory firm founded in 1999. The firm specializes in providing personalized confidential investment management to individuals and trusts on a fee-only basis. They offer Investment Supervisory Services, managing advisory accounts on a discretionary basis, tailored to each client's goals and risk tolerance. CTR primarily invests in no-load mutual funds and exchange-traded funds, with alternative investments available for high net worth clients. The firm's fee structure is based on a percentage of assets under management, ranging from 0.40% to 1.00% annually, payable quarterly. Clients have the flexibility to terminate agreements at any time, with fees billed on a pro rata basis. CTR operates as a fiduciary, acting in the best interests of clients. The firm's principals, William S. Crane and Michael E. Rosenberg, are Certified Public Accountants with extensive experience in financial planning and investment management. They maintain a strong commitment to client confidentiality and information security. Clients have no minimum account size requirement, and the firm does not engage in performance-based fees or principal transactions.