Coordinated Financial Management (CFM) offers investment management and financial planning to individuals, companies, and groups. CFM tailors its management to each client's specific needs, considering their risk tolerance, preferences, cash flow, age, and assets. Financial planning includes spending analysis, budgeting, and tax-saving ideas, and is included at no extra charge for investment management clients.
Assets Under Management$2.9M
Clients19
Advisors1
Avg. per Client$150K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K+ | 0.80% |
Management of portfolios with limited investment options, like accounts in employer 401(k) plans, may be billed at lower rates depending on plan options. Advisor reserves the right to waive or discount fees at his own discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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