Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
113 W Superior Street, Munising, MI, 49862
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ashley is a managing advisor at CG Financial Services since 2022 and a freelance writer since 2018, spending minimal time on writing. She also operates Route2Retire as a DBA for her LPL business, dedicating about 10-20% of her time during securities trading.