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JC
CFP · ChFC
JC
CFP · ChFC

Jeffrey Casey

Cg Advisory Services
28 Years of Experience
Charlotte, NC
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Casey is a CFP, ChFC-designated registered investment advisor at Cg Advisory Services, based in Charlotte, NC, with 28 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
68 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

1927 S. Tyron Street, Suite 106, Charlotte, NC, 28203

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History

Regulatory History (1)
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.
Customer Dispute
June 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey owns multiple businesses, including Capital Asset Advisory Services LLC, Capital Asset Insurance Services, CG Financial Services, CG Tax & Accounting, Wealth Advisory Group Insurance Agency, TCG Properties, TCG Insurance Agency, CAAS Inc, Capital Asset Properties, CG Holdings Inc, CG & SS Properties LLC, Wealth Advisory Group, and CGFS Real Estate Holdings LLC. Several of these businesses are insurance-related.

Employment History
Current Registrations
Cg Advisory Services
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
Geneos Wealth Management, INC.Broker
August 2017 - February 2019 · 1 yr 6 mos
Wfg Investments, INC.Broker
May 2015 - August 2017 · 2 yrs 3 mos
Invest Financial CorporationBroker
January 2009 - May 2015 · 6 yrs 4 mos
Royal Alliance Associates, INC.Broker
October 2001 - January 2009 · 7 yrs 3 mos
Vestax Securities CorporationBroker
September 1999 - November 2001 · 2 yrs 2 mos
Cambridge Investment Research, INC.Broker
May 1999 - September 1999 · 4 mos
Vestax Securities CorporationBroker
September 1998 - May 1999 · 8 mos
State Registrations3 states
MINCNJ
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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