George Daimler is a registered investment advisor at Cfo Capital Management, LLC, based in Overland Park, KS, with 7 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 295 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFO Capital Management's fees for managing your investments are a percentage of the value of your portfolio. The annual management fee ranges from 0.7% to 1.9%, depending on your investment goals and the advisor managing your account. This fee is negotiated individually and documented in an agreement. CFO only manages accounts where they have the authority to make trades without asking you first. The fees are collected quarterly. You can always terminate your contract with CFO.
Location
6405 Metcalf Avenue, Suite 207, Overland Park, KS, 66202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cfo Capital Management, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations2 states
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