Gregory Cadger is a CFP-designated registered investment advisor at Cadger Tax and Financial INC., based in Carolina Beach, NC, with 9 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 43 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cadger Wealth Advisors' annual fees for investment management are based on a percentage of the value of your portfolio, ranging from 0.50% to 2.00%. The specific fee is negotiated on a case-by-case basis, considering the type and amount of assets and the complexity of your situation. Accounts are billed quarterly in advance, based on the prior quarter's ending value. A minimum amount of assets may be required, which is also negotiable.
Location
Carolina Beach, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is the sole owner of Cadger Tax & Financial since 2007, where he prepares and files tax returns, and provides client service. This takes about half of Gregory's time.
Employment History
Current Registrations
Cadger Tax and Financial INC.
Previous Registrations
Blueprint Investments and Tax Planning
Blueprint Wealth Partners, LLC
Blueprint Investments and Tax Planning
State Registrations4 states
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