Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $1,000 to $15,000 per project and are negotiable. Ongoing financial planning and consulting services are also available for a fixed monthly or quarterly fee, or included as part of a negotiated assets under management fee. The annual fee for asset management services includes CFG’s advisory fee (maximum 1.2%, which is negotiable), plus a sub-adviser strategy fee if the sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable).
Areas of Practice
Advisor Information
Office location
20104 Valley Forge Circle, King of Prussia, PA, 19406
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Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Gary is involved in several outside business activities, including being a member of a church committee, a CPA, a partner in an organic composting business, an independent insurance agent selling life, LTC, and fixed annuities, chairman of an education foundation, and sole member of G2 Financial Group, LLC. He dedicates nearly full-time hours to G2 Financial Group, LLC, which handles administrative operations and private investment transactions.