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.
1127-B Hendersonville Road, Asheville, NC, 28803
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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 →Todd's spouse manages an Air BnB rental property in Asheville, NC, which started in 2018. Todd spends minimal time on this non-investment related activity.