Beth Agnello is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Lexington, NC, with 7 years of industry experience. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 1,321 clients with $1.6B in assets under management.
Compensation
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Fee Structure
CGN Advisors offers investment supervisory services where they manage your investments. The fees vary and do not exceed 1.00% annually, based on the value of your portfolio. The exact fee schedule will be detailed in your advisory agreement. Fees are negotiable based on the complexity of the services and the advisor assigned to your account. Fees are billed monthly or quarterly, in arrears.
Location
Lexington, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cgn Advisors, LLC
State Registrations2 states
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