CC
CFP

Charles Ernest Coreth

46 Years of Experience

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

Richmond, VA

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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

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.

Employment History
Current Registrations
Cg Advisory Services
February 2021 - Present · 4 yrs 11 mos
Previous Registrations
VALIC Financial Advisors, INC.
December 2008 - February 2021 · 12 yrs 2 mos
VALIC Financial Advisors, INC. Broker
November 2008 - February 2021 · 12 yrs 3 mos
Oneamerica Securities, INC. Broker
June 2008 - December 2008 · 6 mos
Royal Alliance Associates, INC. Broker
March 2001 - April 2008 · 7 yrs 1 mo
Branch, Cabell & Co., INC.Broker
February 1985 - March 2001 · 16 yrs 1 mo
Wheat, First Securities, INC.Broker
August 1979 - February 1985 · 5 yrs 6 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Charles Ernest Coreth - Financial Advisor | AdvisorDiscover