Roy Bodinus is a registered investment advisor at Cbg & Company, INC., based in Fishers, IN, with 25 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 211 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Accounts valued below $100,000 may be charged an annualized fee of 1.25% in certain circumstances. Fees are negotiable.
Fee Estimator
Location
14074 Trade Center Drive, Suite 151, Fishers, IN, 46038
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 →Employment History
Current Registrations
Cbg & Company, INC.
Previous Registrations
Northwest Advisory Group, INC.
Hufford Financial Advisors, LLC
State Registrations2 states
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
- Nicholas Catlin, CFPCbg & Company, INC.
- Mark Wittleder, CFPCorient
- Julian Strickland, CFPGenesis Advisors, LLC
- Paul Coan, CFP, ChFCRaton Wealth
- Stephanie Jordan, ChFCState Farm Investment Management CORP.
- Avshalom Gad, CFP, ChFCEagle Strategies LLC