Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000
Financial Plan Fee:$400 - $5,000
Hourly Rate:Up to $300/hr

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

1510 W Washington Street, Marquette, MI, 49855

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ariel works as a Compliance Analyst for CG Advisory Services, a Registered Investment Advisor. This role is full-time.

Employment History
Current Registrations
Cg Advisory Services
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Nicolet Wealth Management
November 2022 - October 2023 · 11 mos
Private Client Services, LLC Broker
February 2022 - February 2023 · 1 yr
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Ariel Reque - Financial Advisor | AdvisorDiscover