CND Financial offers investment management and financial planning services. Investment management is tailored for portfolios with at least $250,000. Financial planning is offered on an hourly basis for non-investment management clients, covering topics like retirement, tax strategies, and college funding. CND Financial acts as a fiduciary, prioritizing client interests.
Assets Under Management$180M
Clients193
Advisors3
Avg. per Client$930K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
CND Financial’s annual investment management fee may be modified based upon the nature of the engagement, scope and/or complexity of services and/or portfolio, anticipated efforts incurred by investment personnel, pre-existing relationships, or other special situations or factors at CND Financial’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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