Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGN Advisors, LLC offers various fee arrangements, including hourly (up to $600/hour for financial planners, up to $150/hour for paraplanners), fixed fees for projects (typically $300 to $8,000 annually), and retainer fees ($480 to $8,000 per year). Asset-based fees for investment management programs do not exceed 1.00% and are negotiable. Pension consulting fees are up to 1% of plan assets, plus up to $2,000 annually to the Plan Sponsor. Fees are negotiable based on the scope and complexity of services.
Areas of Practice
Advisor Information
Office location
Brooklyn, NY
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Thomas Alan FredricksonRegulatory History (1)
Customer Dispute
May 2024Other Business Activities
Thomas is a general partner at Fredin Associates, owning two retail properties. He spends minimal time on this activity, attending an annual meeting.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Altfest Personal Wealth Management
State Registrations1 state
Exams
Additional Information
Most people overpay for investment management. They think they will get financial planning with it. But they get very little financial planning for the high dollars they are paying. I stress financial planning and put a low cost on investment management. Ideally, I like to charge people by the hour and help them manage their own affairs. But some people prefer me to manage their investments. We can talk and find out what is best for you.Please visit my website atwww.fredricksonfinancial.com