Canty Financial Management (CFM) offers investment advice and financial planning to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. CFM helps clients establish financial goals and creates portfolios based on their individual needs and risk tolerance. CFM also provides tax advice and income tax preparation. CFM uses mutual funds and ETFs to implement client portfolio strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable. Certain clients may pay more or less than others depending on the amount of assets, type of portfolio, or the time involved, the degree of responsibility assumed, complexity of the engagement, special skills needed to solve problems, the application of experience and knowledge of the client’s situation.