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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 49 clients with $68M 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% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
10155 Broadview Road, Suite 6, Broadview Heights, OH, 44147-3296
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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
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