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.
2240 Saratoga Dr, Idaho Falls, ID, 83404
Get directionsDaniel operates Strategic Wealth Concepts for fixed insurance and securities business. He also owns McPherson Properties (real estate) and Claymore Tactical LLC (sporting goods sales), and sells fixed insurance products including life, disability, annuities, and long-term care, dedicating a few hours per week to each of the real estate and sporting goods businesses, and about 10-20% of his time to insurance sales.