Cg Advisory Services
Assets Under Management
$4.0B
Number of Clients
17,945
Number of Advisors
69
Average Client AUM
$224K
AUM per Advisor
$58.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
CG Advisory Services is an SEC-registered investment adviser providing investment advisory services, portfolio management, financial planning, and retirement plan services. They tailor their products to client-specific needs, considering investment objectives, goals, time horizon, and risk tolerance. They also offer advice on rollovers and insurance products through affiliated brokers.
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
Location
148 E Grand River Ave., Williamston, MI, 48895