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Get the free Client Relationship Summary Form ADV Part 3

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Form ADV Part 3 / CRS March 31, 2023What investment services and advice can you provide me?Conversation StarterWhat Fees will I pay?Conversation StarterCG Advisory Services, Inc. (CGAS) is registered
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Obtain a copy of the client relationship summary form from your firm or financial institution.
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Collect all necessary information about the client, including their financial situation, investment objectives, and risk tolerance.
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Any individual or entity that is providing financial services to clients or managing client assets may need to fill out a client relationship summary form.
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The client relationship summary form, also known as Form CRS, is a document that registered investment advisors and broker-dealers are required to provide to retail investors in order to help them make informed decisions about the firm and the services offered.
Registered investment advisors and broker-dealers are required to file the client relationship summary form.
To fill out the client relationship summary form, firms must provide information about their services, fees, disciplinary history, conflicts of interest, and other important information that retail investors should be aware of.
The purpose of the client relationship summary form is to give retail investors a clear and concise overview of a firm's services, fees, conflicts of interest, and disciplinary history in order to help them make informed decisions about whether to establish or continue a relationship with the firm.
The client relationship summary form must include information such as the types of services offered, fees and costs, conflicts of interest, disciplinary history, and key personnel at the firm.
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