Josiah Whitten
Josiah Whitten is a registered investment advisor at Cg Advisory Services, based in Wilmington, NC, with 11 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
219 Station Road, Suite 201, Wilmington, NC, 28405
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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 ActivitiesSells Insurance
Josiah works as an insurance agent for various carriers since 2016, dedicating minimal time to this activity. This work is outside of business hours.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Principal Securities, INC.Broker
State Registrations1 state
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