Cgn Advisors, LLC
Assets Under Management
$1.3B
Number of Clients
1,214
Number of Advisors
39
Average Client AUM
$1.0M
AUM per Advisor
$32.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CGN Advisors, LLC provides financial planning, investment consultation, and investment supervisory services. Financial planning includes cash flow analysis, education funding, risk management, and estate planning. Investment services range from periodic consultations to ongoing portfolio supervision, potentially involving third-party investment managers. They also offer pension consulting services and tax preparation.
Fee Structure
CGN Advisors, LLC offers various fee arrangements, including hourly (up to $600/hour for financial planners, up to $150/hour for paraplanners), fixed fees for projects (typically $300 to $8,000 annually), and retainer fees ($480 to $8,000 per year). Asset-based fees for investment management programs do not exceed 1.00% and are negotiable. Pension consulting fees are up to 1% of plan assets, plus up to $2,000 annually to the Plan Sponsor. Fees are negotiable based on the scope and complexity of services.
Areas of Practice
Location
512 Poyntz Ave, Suite 120, Manhattan, KS, 66502
