Gregory Ehlers is a registered investment advisor at Cmg Wealth Advisors LLC, based in Madison, WI, with 15 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,058 clients with $140M 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 $5.0M | 1.30% |
| $5.0M - $50.0M | 0.85% |
| $50.0M - $100.0M | 0.80% |
| $100M+ | 0.80% |
Separate schedule applies to fixed income only portfolios: $0 to $2,499,999 at 0.60%, and $2,500,000+ at 0.50%. Fees are negotiable and subject to firm discretion.
Fee Estimator
Location
8020 Excelsior Dr Ste 100, Madison, WI, 53717
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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 →Employment History
Current Registrations
Cmg Wealth Advisors LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cmg Securities LLCBroker
Mischler Financial Group, INC.Broker
Elevation, LLCBroker
Navigate AdvisorsBroker
Navigate Advisors LLC
Navigate AdvisorsBroker
UBS Securities LLCBroker
State Registrations19 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.
Exams
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