How does the advisor help clients – Key Takeaways:
CGI WEALTH ADVISORS, INC. is a financial advisory firm that specializes in providing comprehensive wealth management solutions to clients. They assist clients in creating, managing and protecting their wealth through personalized and strategic financial planning. With a team of experienced and knowledgeable advisors, CGI WEALTH ADVISORS, INC. helps clients achieve their financial goals by providing expert advice and guidance in various areas of finance.
Facts and Insights
Founded in 2008, CGI WEALTH ADVISORS, INC. has been in the financial advisory business for over a decade. The firm currently manages over $500 million in assets under management and provides services to clients across the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 15 | 13 |
Financial Services Offered
As a full-service financial advisory firm, CGI WEALTH ADVISORS, INC. offers a wide range of services to their clients, including:
- Retirement planning
- Investment management
- Education planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
CGI WEALTH ADVISORS, INC. caters to a diverse client base, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Professionals
Fees & Compensation
CGI WEALTH ADVISORS, INC. operates on a fee-only basis, meaning they do not earn commissions or compensation from the sale of financial products. This allows them to provide unbiased and objective advice to clients. Fees are based on a percentage of assets under management, and the firm is transparent about all fees and charges.
Background
The team at CGI WEALTH ADVISORS, INC. consists of highly qualified and experienced financial advisors who are dedicated to providing top-notch services to their clients. Some of their advisors have decades of experience in the industry, with certifications and qualifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, CGI WEALTH ADVISORS, INC. is required to disclose any potential conflicts of interest to clients. They have a fiduciary responsibility to act in the best interest of their clients at all times. The firm has no legal or disciplinary actions on their record and has a clean regulatory history.