Glen Clemans
Glen Clemans is a registered investment advisor at Cgc Financial Services, based in Lake Oswego, OR, with 39 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,151 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Location
5 Centerpointe Dr Suite 550, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2005Customer Dispute
August 1997Other Business ActivitiesSells Insurance
Glen is a partner at CGC Financial Services LLC, an independent RIA, dedicating nearly full-time hours to managing investments and financial planning. Glen also offers fixed and variable annuities and term life insurance through his sole proprietorship, and spends minimal time on this.
Employment History
Current Registrations
Cgc Financial Services
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
State Registrations35 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.