Ashley Musselman
Ashley Musselman is a registered investment advisor at Cg Advisory Services, based in Munising, MI, with 15 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
113 W Superior Street, Munising, MI, 49862
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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
Ashley is a managing advisor at CG Financial Services since 2022 and a freelance writer since 2018, spending minimal time on writing. She also operates Route2Retire as a DBA for her LPL business, dedicating about 10-20% of her time during securities trading.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.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.