CFM Advisors offers investment advice and financial planning to individuals, high net worth individuals, pension plans, and corporations. They provide continuous advice on investing client funds based on individual needs, developing a personal investment policy and managing a portfolio accordingly. CFM Advisors also offers a Manager of Managers program, where they select registered investment advisors to manage client portfolios. Financial planning services include a comprehensive evaluation of a client's financial state, covering personal, tax, investment, insurance, retirement, death & disability, and estate aspects.
Assets Under Management$3.5B
Clients2,081
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$700M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.80% |
| $8M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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