CM Financial Advisors provides investment management and personal financial planning services. Investment decisions are based on an analysis of your goals, objectives, and risk tolerance. Proposed investments are reviewed with and approved by you before investing. The firm has been providing these services since 1999.
Assets Under Management$44M
Clients107
Advisors2
Avg. per Client$410K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for accounts over $2 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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