Colby Smith is a registered investment advisor at Cg Advisory Services, based in Williamston, MI, with 1 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
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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.
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Current Registrations
Cg Advisory Services
State Registrations1 state
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