Colby Smith
Colby Smith is a registered investment advisor at Cg Advisory Services, based in Idaho Falls, ID, with 1 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 5,614 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum total fee of 2.50% includes advisory fee of up to 2.00% and administrative fee of up to 0.50%. Certain strategies include additional manager fees up to 0.40%.
Fee Estimator
Location
2240 Saratoga Drive, Idaho Falls, ID, 83404
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 →Employment History
Current Registrations
Cg Advisory Services
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
More Advisors
- Daniel Mcpherson, CFPCg Advisory Services
- Aaron Freeman, CFPSnake River Investment Counsel LLC
- James Smith, CFPVitality Wealth
- Daniel Goodman, CFPGood Better Best Financial Planning LLC
- Richard Excell, ChFCEdward Jones
- Joseph Maddux, CFPCooper Norman Wealth, LLC