Sanford Prizant
Sanford Prizant is a registered investment advisor at Cg Advisory Services, based in Williamston, MI, with 40 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 17,945 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CG Advisory Services offers investment management services through various model portfolios and managed accounts. The maximum advisory fee is 2.50% of assets under management, which includes both an advisor fee and an administrative fee. A minimum annual fee of $3,000 applies to households with less than $250,000 of managed assets. Clients may also be charged separate fees by third-party managers. CG Advisory Services also offers a hybrid fee structure combining a percentage of assets under management with a flat fee for specific services.
Location
148 E Grand River Ave., Williamston, MI, 48895
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Regulatory History
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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Sanford is the President of The Prizant Group LTD, a consulting firm, dedicating about 10-20% of his time. He also works as a FINRA dispute resolution arbitrator in Chicago, paid per session.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
United Advisors
Securities America, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
LPL Financial CorporationBroker
Waterstone Financial Group, INC.Broker
Guardian Investor Services CorporationBroker
Oak Ridge Investments, INC.Broker
Jms Securities L.P.Broker
Mesirow Investment Services, INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations1 state
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.