Alexandria Leigh Fulton

4 Years of Experience

May Earn Commission

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Cg Advisory Services

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

69 advisors

Number of Clients

17,945 clients

Average Client Portfolio

$224K average

Assets Under Management

$4.0B

Fee Structure

Minimum Investment:$5K

Minimum Annual Fee:$3,000

Location

148 E Grand River Ave, Williamston, MI, 48895

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Cg Advisory Services

September 2021 - Present · 4 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.