CRG is happy to present a tiered subscription fee model for our Total Wealth Advisory services. This structure is designed to align advisory engagement levels with client complexity, life stage, and financial goals — ensuring transparency, scalability, and enduring client relationships.

Under this model, clients subscribe to one of three defined service tiers — Bronze, Gold, or Platinum — each offering a progressively deeper level of financial planning, investment management, and strategic coordination. The structure emphasizes predictable pricing, clearly defined deliverables, and the flexibility for clients to adjust their service level as their needs evolve.

Why Tiered Subscriptions?

The wealth management landscape is shifting toward transparency, personalization, and flexibility. Traditional asset-based fees often fail to reflect the true scope of planning and advisory work required for modern households. Our tiered subscription fee model addresses these challenges by:

• Enhancing Clarity: Clients understand exactly what services they receive and when, supported by a documented annual service calendar.
• Promoting Flexibility: Clients can move between tiers as their financial complexity, family dynamics, or business interests evolve.
• Encouraging Longevity: A structured progression path fosters long-term relationships, allowing clients to “graduate” through tiers as their wealth and planning needs grow.
• Aligning Value with Cost: Each tier’s pricing corresponds to tangible, incremental value — ensuring fairness and reinforcing client trust.

The tiered subscription fee model represents a modern evolution in wealth advisory — one that balances transparency, value, and flexibility. By offering clients a clear, scalable framework for financial partnership, CRG strengthens trust, deepens engagement, and positions itself as a forward-thinking leader in holistic household wealth management.