CG Advisory Services provides investment advice and portfolio management using customized models. They offer financial planning services, retirement plan services, and general financial consulting. CG Advisory Services tailors its products to client-specific needs, considering investment objectives, goals, time horizon, and risk tolerance. They also provide advice on rolling over retirement plans into accounts managed by them.
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.