CFS Investment Advisory Services provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, and businesses. CFS manages investment portfolios using mutual funds, exchange-traded funds, and individual securities. CFS also selects independent investment managers to manage client assets. CFS tailors its services to each client's needs and objectives.
Fee Structure
CFS Investment Advisory Services charges an annual fee based on the value of your portfolio. The exact fee varies depending on the advisor, the amount you invest, and the services included. The fee ranges from 0.25% to 1.25% annually, charged quarterly in advance. CFS may negotiate a different fee for certain client holdings like held-away assets or alternative investments.