Cgc Financial Services Fees & Minimum

Overview

Headquarters: Lake Oswego, OR
Total Firm Assets: $876 million
Average High-Net-Worth Client Portfolio Size: $2.2 million
Stated Minimum Account Size: $750,000

Fee Disclosure

Source: CGC FINANCIAL SERVICES, ADV PART 2A (2026-08-20) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.15%
$250,001	$500,000	1.00%
$500,001	$1,000,000	0.95%
$1,000,001	$2,000,000	0.90%
$2,000,001	$5,000,000	0.80%
$5,000,001	$10,000,000	0.60%
$10,000,001	$25,000,000	0.55%
$25,000,001	and above	0.35%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,125	1.01%
$5 million	$43,125	0.86%
$10 million	$73,125	0.73%
$50 million	$243,125	0.49%
$100 million	$418,125	0.42%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 52.66%
Number of High-Net-Worth Clients: 208
Total Client Accounts: 3,103
Discretionary Accounts: 3,079
Non-Discretionary Accounts: 24

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 155446

CGC FINANCIAL SERVICES, ADV PART 2A (2026-08-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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