Assets Under Management
$68.5M
Number of Clients
126
Number of Advisors
19
Average Client AUM
$543K
AUM per Advisor
$3.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Colorado Financial Service Corporation (CFSC) offers financial planning and IAR-directed asset management services. They gather client financial information to create plans and manage portfolios with various securities. CFSC is also a securities broker-dealer and insurance agency, which presents potential conflicts of interest. Clients retain ultimate authority over their accounts.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
188 Inverness Drive West, Ste 100, Centennial, CO, 80112