How does the advisor help clients – Key Takeaways:
CBG & COMPANY, INC. provides financial expertise and assistance to clients, helping them achieve their financial goals and objectives. They offer a wide range of financial services and are committed to providing personalized and knowledgeable advice to their clients.
Facts and Insights
As of 2019, CBG & COMPANY, INC. had over $1 billion in assets under management. They also have a team of experienced advisors with a combined experience of over 50 years in the financial industry. This makes them a reliable and trusted choice for clients looking for financial guidance and management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (as of 2019) | $1 billion |
|---|---|
| Number of Advisors | 10 |
| Years in Business | 50+ |
Financial Services Offered
CBG & COMPANY, INC. offers a comprehensive range of financial services. These include financial planning, investment management, retirement planning, estate planning, tax planning, and insurance solutions. Their team of experts carefully analyzes each client’s unique financial situation and provides tailored solutions to help them reach their goals.
Client Types
CBG & COMPANY, INC. caters to a diverse range of clients, including individuals, families, and small business owners. They also work with high-net-worth individuals and corporations, providing them with specialized financial services to meet their unique needs and objectives.
Fees & Compensation
CBG & COMPANY, INC. charges fees based on a percentage of assets under management, as well as flat fees for certain services. They are committed to transparency and will always disclose all fees and compensation agreements with their clients, ensuring there are no hidden costs.
Background
CBG & COMPANY, INC. was founded in 1969 and has since then established a strong reputation as a reliable and knowledgeable financial advisor. Their team of advisors has a diverse range of backgrounds and qualifications, providing clients with a well-rounded and comprehensive financial planning experience.
Financial Advisor Disclosures to Know
As a registered investment advisor, CBG & COMPANY, INC. is required to disclose any conflicts of interest to their clients. They are committed to acting in the best interest of their clients and will always disclose any potential conflicts of interest before entering into an agreement.