Oliver Gooden
Oliver Gooden is a CFA-designated registered investment advisor at Cg Advisory Services, based in Charlotte, NC, with 18 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
7422 Carmel Executive Park Drive Suite 320, Charlotte, NC, 28226
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Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Oliver works as a registered assistant for The Wealth Advisory Group, dedicating full-time hours. He also works as a registered assistant for Capital Asset Advisory Services LLC.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Steben & Company, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise 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.