John Evangelista
John Evangelista is a CFP-designated registered investment advisor at Cg Advisory Services, based in Ann Arbor, MI, with 30 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
2950 S. State St. Suite 340, Ann Arbor, MI, 48104
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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
John operates Evangelista & Associates, CG Advisory Services, Evangelista Asset Advisory Services LLC, and Bee Happy Farm LLC. He is also an independent representative with various insurance carriers for fixed products and a board of trustee member for Hospice of Michigan.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Wfg Investments, INC.Broker
Executive Wealth Management, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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