Cooperative Funeral Fund (CFF) offers investment management and trust administration to funeral homes, cemeteries, and monument companies. CFF invests client assets in one of five strategies, ranging from conservative income to long-term growth. Wells Fargo Advisors manages some of these strategies. CFF also prepares tax returns for its clients.
Assets Under Management$730M
Clients1,250
Advisors1
Avg. per Client$580K
Avg. per Advisor$730M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $650K | 1.15% |
| $650K+ | 1.00% |
Fees may vary slightly based on regulatory restrictions in individual states. Cemetery Escrow Agreement fees are 1.10% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...