Brendan Estes is a registered investment advisor at Cg Advisory Services, based in Williamston, MI, with 2 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
148 E Grand River Ave., Williamston, MI, 48895
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brendan operates Evangelista & Associates as a DBA for his LPL business and provides administrative support to CG Advisory Services and Evangelista & Associates, both independent investment advisor firms, dedicating full-time hours to each. He also provides administrative support to Capital Asset Advisory Services LLC, spending about a quarter of his time.
Employment History
Current Registrations
Cg Advisory Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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