Adam Lesperance
Adam Lesperance is a CFP, ChFC-designated registered investment advisor at Cg Advisory Services, based in Williamston, MI, with 25 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 17,945 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
148 E Grand River Ave., Williamston, MI, 48895
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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 ActivitiesSells Insurance
Adam is an independent registered investment advisor and insurance agent, selling fixed life and annuity products. He also owns several businesses including a tax and accounting service, real estate holdings, and a tree farm.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Wfg Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Vestax Securities CorporationBroker
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.