Anthony Mazzali
Anthony Mazzali is a CFP, ChFC-designated registered investment advisor at Cg Advisory Services, based in Williamston, MI, with 32 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
148 E Grand River Ave., Williamston, MI, 48895
Get directionsHistory
Regulatory History (4)
Regulatory
July 2011Customer Dispute
November 2002Regulatory
September 1999Customer Dispute
January 1998Other 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
Previous Registrations
Geneos Wealth Management, INC.Broker
Wfg Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Vestax Securities CorporationBroker
Concord Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.