Daniel Mcpherson
Daniel Mcpherson is a CFP-designated registered investment advisor at Cg Advisory Services, based in Idaho Falls, ID, with 20 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
2240 Saratoga Dr, Idaho Falls, ID, 83404
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2023Customer Dispute
July 2020Customer Dispute
March 2016Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Daniel operates Strategic Wealth Concepts for fixed insurance and securities business. He also owns McPherson Properties (real estate) and Claymore Tactical LLC (sporting goods sales), and sells fixed insurance products including life, disability, annuities, and long-term care, dedicating a few hours per week to each of the real estate and sporting goods businesses, and about 10-20% of his time to insurance sales.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Spc
Sammons Securities Company, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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.