Joanne Deaton
Joanne Deaton is a registered investment advisor at Cg Advisory Services, based in Richmond, VA, with 38 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
9100 Arboretum Pkwy., Suite 300, Richmond, VA, 23236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joanne is the Executive Vice President and Financial Advisor at CG Financial Services, LLC and an IAR at Capital Asset Advisory Services, LLC. She is also the President of Deaton Financial Consultants Inc. and holds multiple positions within the Stonehenge Women's Golf Association, and is co-executor of her mother's estate.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
Wfg Investments, INC.Broker
Invest Financial CorporationBroker
Invest Financial Corporation
Deaton Financial Consultants, INC.
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Regency Financial CorporationBroker
State Registrations2 states
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