Elaine Bartels is a registered investment advisor at Cbs Funding, INC., based in Broadview Heights, OH, with 1 years of industry experience. Elaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 52 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Subject to minimum annual fees ranging from $1,000 to $37,500 depending on account size.
Fee Estimator
Location
10155 Broadview Road, Suite 6, Broadview Heights, OH, 44147-3296
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elaine works as an accounting specialist providing actuarial/consulting services at Creative Benefit Strategies, Inc. This non-investment related activity takes about half of her time, including 60 hours during SEC trading hours.
Employment History
Current Registrations
Cbs Funding, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Andrew Siciliano, CFPWellspring Family Office
- Joel Mille, CFPEdward Jones
- Anthony Biasiotta, CFPKith & Kin Wealth
- Austin Linden, CFP, ChFCCetera Investment Advisers LLC
- Jeffrey Knox, ChFCCetera Investment Advisers LLC