Kobe Gustafson is a registered investment advisor at Cgc Financial Services, based in Lake Oswego, OR, with 1 years of industry experience. Kobe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,151 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Location
5 Centerpointe Dr Suite 550, Lake Oswego, OR, 97035
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
Kobe works full-time as a Client Service Associate at CGC Financial Services, LLC, a wealth management firm, handling account processing, client phone calls, and paperwork. Kobe is also a notary for CGC Financial Services, notarizing documents about once a month.
Employment History
Current Registrations
Cgc Financial Services
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations1 state
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.
Exams
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