David Leitao is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in San Francisco, CA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 1,321 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGN Advisors offers investment supervisory services where they manage your investments. The fees vary and do not exceed 1.00% annually, based on the value of your portfolio. The exact fee schedule will be detailed in your advisory agreement. Fees are negotiable based on the complexity of the services and the advisor assigned to your account. Fees are billed monthly or quarterly, in arrears.
Location
San Francisco, CA
Get directionsHistory
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
David owns a vacation home and receives income from temporary vacation rentals. He spends minimal time on this activity, and it is not investment-related.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Huckleberry Capital Management, LLC
State Registrations2 states
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.