Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
1127-B Hendersonville Road, Asheville, NC, 28803
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a registered representative with Valmark Securities, dedicating about 10-20% of his time, and a financial advisor with Colton Groome Financial Advisors, Inc., dedicating nearly full-time hours. He also has ownership or management roles in several other businesses, including fixed life insurance sales through Colton Groome Insurance Advisors, Inc.