CTS Financial Planning provides financial planning, retirement planning, tax preparation, and investment management services. CTS manages investment portfolios using mutual funds, exchange traded funds, and individual securities. CTS also provides advice on variable life/annuity products and employer-sponsored retirement plans. CTS aims to limit client losses when markets decline.
Assets Under Management$310M
Clients249
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
CTS may negotiate a lower management fee based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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