CG Advisory Services charges fees based on a flat annual fee, a fixed fee, or a percentage of assets under management, with a maximum of 2.50% (Adviser Fee + CGAS Administrative fee). There is a minimum annual fee of $3,000 for households with less than $250,000 of adviser-managed assets, which is negotiable. They also offer a hybrid fee structure combining AUM and a flat fee for specific services like financial planning or tax planning. Financial planning services are offered on an hourly basis (up to $300/hour) or a fixed fee basis ($400 to $5,000, negotiable based on net worth and complexity). Engagement fees may also apply, up to $3,500 one-time or $10,000 annually, depending on the complexity of the client relationship.
148 E Grand River Ave., Williamston, MI, 48895
Get directionsAnthony is involved in several businesses, including Capital Asset Advisory Services, CG Tax & Accounting, CG Financial Service, Shorty II Woodworks, Crooked Foot Upland Bird & Game Hunting Inc, Northstar Acquisitions, Inc, and CGFS Real Estate Holdings, LLC. He also works with Capital Asset Insurance Services, Wealth Advisory Group Insurance Agency, and TCG Insurance Agency as an independent representative for various insurance carriers.