Investment advisory fees are individually negotiated, with the general range between 0.25% to 0.99% depending on the assets under management. Financial planning fees for stand-alone services typically range from $7,500 to $12,000 per year, but are negotiable. There is no minimum account size for investment advisory services, but certain accounts may be subject to a minimum annual fee. Manager fees, when applicable, range from 0.12% to 0.50% per year and are added to CGFA's advisory fees.
1127-B Hendersonville Road, Asheville, NC, 28803
Get directionsDavid is a trustee for Big Oak Springs Ownership Association, focusing on road management since 2012, and a W2 employee as a Retirement Plan Advisor at Colton Groome Financial Advisors since 2018, dedicating about a quarter of his time. He also serves on the Board of Directors of Blue Ridge Bernese Mountain Dog Club.