CGN Advisors offers a range of financial planning services, including cash flow analysis, education funding, retirement planning, risk management, and estate planning. They provide investment advice through consultations or portfolio monitoring, but do not offer ongoing management of investment accounts directly. CGN Advisors may recommend third-party investment managers. Some associates also offer tax preparation services.
Fee Structure
CGN Advisors offers investment supervisory services where they manage your investments. The fees vary and do not exceed 1.00% annually, based on the value of your portfolio. The exact fee schedule will be detailed in your advisory agreement. Fees are negotiable based on the complexity of the services and the advisor assigned to your account. Fees are billed monthly or quarterly, in arrears.
