CGN Advisors is a registered investment advisor founded in 2011 that provides a broad range of financial planning and investment services to individuals and families from all walks of life. The firm operates on a fee-only basis and acts as a fiduciary, meaning CGN Advisors and its associates are legally required to act in your best interest. CGN Advisors offers financial planning covering cash flow, budgeting, education funding, retirement planning, risk management, and estate planning. Clients can engage CGN Advisors for periodic investment consultations, real-time planning sessions, tax return preparation, or ongoing portfolio monitoring and investment supervisory services. The firm also assists clients by recommending institutional third-party investment managers when appropriate. CGN Advisors tailors its services to each client's specific needs and goals, emphasizing globally diversified strategies using fundamental, technical, and cyclical analyses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based fees vary and do not exceed 1.00%. Fees are negotiable based on factors such as scope, complexity, and the assigned investment advisor representative. A tiered or blended rate structure may apply.
