Charles Maton
Charles Maton is a CFP-designated registered investment advisor at Cg Maton Advisory, INC., based in Alpharetta, GA, with 44 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.85% |
| $250K - $1.0M | 1.60% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Annual rate for investment management services is negotiable for amounts over $5,000,000.
Fee Estimator
Location
2402 Abbey Court, Alpharetta, GA, 30004
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2005Customer Dispute
January 1996Regulatory
June 1988Other Business ActivitiesSells Insurance
Charles is the owner and president of CG Maton Agency, Inc., a management company that was previously used to run the branch office and handle employee compensation. Charles dedicates minimal time to this activity.
Employment History
Current Registrations
Cg Maton Advisory, INC.
Stonex Securities INC.Broker
Previous Registrations
Planvest Capital CorporationBroker
Pilot Financial Services, INC.Broker
Labrec Securities, INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.