Adam Lesperance
Adam Lesperance is a CFP, ChFC-designated registered investment advisor at Cg Advisory Services, based in Williamston, MI, with 26 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
148 E Grand River Ave., Williamston, MI, 48895
Get directionsHistory
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
Adam is an independent registered investment advisor and insurance agent, selling fixed life and annuity products. He also owns several businesses including a tax and accounting service, real estate holdings, and a tree farm.
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
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.
Exams
More Advisors
- Timothy Lukasik, CFPCg Advisory Services
- Jonathan Cohen, CFPCg Advisory Services
- Anthony Mazzali, CFP, ChFCCg Advisory Services
- Grant Dunatchik, CFP, ChFCCg Advisory Services
- Austin Brown, ChFCCg Advisory Services
- Connor Porrell, CFPCg Advisory Services