Davena Yee is a registered investment advisor at Cgc Financial Services, based in Lake Oswego, OR, with 18 years of industry experience. Davena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,151 clients with $880M 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 $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Location
5 Centerpointe Dr Suite 550, Lake Oswego, OR, 97035
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 Activities
Davena owns rental property, dedicating minimal time to maintenance and upkeep. She is also a Registered Representative with CGC Financial Services, spending about half her time on client relationships, retirement plans, account service, and business management.
Employment History
Current Registrations
Cgc Financial Services
Osaic Wealth, INC.Broker
State Registrations15 states
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