Mark Loeber
Mark Loeber is a registered investment advisor at Cg Advisory Services, based in Tulsa, OK, with 16 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
7315 S Lewis Ave, Tulsa, OK, 74136
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an investment advisor representative at Capital Asset Advisory Services and an owner/licensed insurance agent at The Advancement Group, where he provides clients with insurance products and services. He also consults for non-profit organizations on planned giving through The Advancement Group, taking about half of his time, and owns Loeber Properties, LLC, a real estate holding company.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
Advancement Financial Services, L.L.C.
State Registrations2 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.