COMMONWEALTH ASSET MANAGEMENT GROUP LLC

Overview

Commonwealth Asset Management Group LLC is an independent registered investment adviser serving individual and family clients, with an emphasis on financial planning and portfolio management for individuals and small-business owners. The firm runs a predominantly equity-oriented strategy, favoring exchange-traded equities and ETFs as the primary building blocks across client portfolios. Fee arrangements include percentage-of-AUM pricing supplemented by hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and standalone planning projects. The adviser manages all assets on a discretionary basis, using separately managed account structures and collective fund vehicles to implement core exposures. Commonwealth does not identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser. It is not a capital allocator; alternative exposure is achieved through third-party managers rather than in-house private deal sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices