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.
Richmond, VA
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Learn about disclosures →Charles is a board member of the Rotary Club of Richmond and serves on the Finance Committee for the Church of the Good Shepherd. These activities involve minimal time each month and are not investment-related.