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AM
CFP · ChFC
AM
CFP · ChFC

Anthony Mazzali

Cg Advisory Services
33 Years of Experience
Williamston, MI
4 DisclosuresMay Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Anthony Mazzali is a CFP, ChFC-designated registered investment advisor at Cg Advisory Services, based in Williamston, MI, with 33 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 5,614 clients with $4.6B in assets under management.

Cg Advisory Services
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
5,614 clients
Average Client Portfolio
$827K average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total fee of 2.50% includes advisory fee of up to 2.00% and administrative fee of up to 0.50%. Certain strategies include additional manager fees up to 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

148 E Grand River Ave., Williamston, MI, 48895

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2011
Final
Customer Dispute
November 2002
Settled
Regulatory
September 1999
Final
Customer Dispute
January 1998
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is involved in several businesses, including Capital Asset Advisory Services, CG Tax & Accounting, CG Financial Service, Shorty II Woodworks, Crooked Foot Upland Bird & Game Hunting Inc, Northstar Acquisitions, Inc, and CGFS Real Estate Holdings, LLC. He also works with Capital Asset Insurance Services, Wealth Advisory Group Insurance Agency, and TCG Insurance Agency as an independent representative for various insurance carriers.

Employment History
Current Registrations
Cg Advisory Services
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Geneos Wealth Management, INC.Broker
August 2017 - March 2018 · 7 mos
Wfg Investments, INC.Broker
May 2015 - August 2017 · 2 yrs 3 mos
Invest Financial Corporation
February 2010 - February 2011 · 1 yr
Invest Financial CorporationBroker
February 2009 - May 2015 · 6 yrs 3 mos
Royal Alliance Associates, INC.Broker
October 2001 - February 2009 · 7 yrs 4 mos
Vestax Securities CorporationBroker
December 1997 - November 2001 · 3 yrs 11 mos
Concord Brokerage Services, INC.Broker
October 1997 - December 1997 · 2 mos
American Express Financial Advisors INC.Broker
June 1993 - October 1997 · 4 yrs 4 mos
Ids Life Insurance CompanyBroker
June 1993 - October 1997 · 4 yrs 4 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
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Anthony Mazzali - Financial Advisor | TrueAdvisor