Creative Funding Corporation (CFC) offers investment advisory services, managing portfolios for individuals, small businesses, and charitable organizations. CFC helps clients with retirement and investment planning through consultations and ongoing management. They consider investment performance, client risk preferences, and time-based objectives. CFC also uses macroeconomic indicators for client allocation models.
Assets Under Management$32M
Clients203
Advisors2
Avg. per Client$160K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be lower based on various factors, such as historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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