Carmandalian Financial Group, LLC

Carmandalian Financial Group, LLC, operating as CFG Wealth, is a registered investment adviser based in Westlake Village, CA. Established in an undisclosed year, the firm specializes in managing assets for various clients, focusing on financial goals, risk tolerance, and time horizons. As a fiduciary, CFG Wealth is committed to acting in the best interest of clients, offering a service-oriented advisory practice with open communication. The firm sponsors a wrap fee program, allowing clients to pay a single fee for investment advisory services, with transaction fees covered by the firm. The recommended custodian is Charles Schwab & Co., Inc., which does not charge transaction fees for U.S. listed equities and ETFs. CFG Wealth offers wrap asset management services, tailored to individual investment goals, with a maximum annual fee of 1.75%. The firm's investment strategies include active portfolio management, utilizing mutual funds, ETFs, and individual securities. CFG Wealth also discloses risks associated with investing in securities, mutual funds, ETFs, options, and leveraged ETFs. The firm's Code of Ethics ensures fair and ethical practices, with personal trading policies in place to prevent conflicts of interest. CFG Wealth reviews client accounts annually and receives economic benefits from Schwab. The firm sponsors educational events with product providers and does not provide compensation for client referrals. Financial information is not provided due to the firm's financial stability and regulatory compliance.