CFO Capital Management offers investment planning and management services. CFO manages investment portfolios based on client objectives, using strategies like long-term and short-term purchases, trading, and option writing. CFO monitors investments and provides quarterly reports. Clients retain control of their accounts and can terminate the contract at any time.
Fee Structure
CFO Capital Management's fees for managing your investments are a percentage of the value of your portfolio. The annual management fee ranges from 0.7% to 1.9%, depending on your investment goals and the advisor managing your account. This fee is negotiated individually and documented in an agreement. CFO only manages accounts where they have the authority to make trades without asking you first. The fees are collected quarterly. You can always terminate your contract with CFO.