Cumberland Valley Financial Services Inc. is an independent investment advisory firm. The firm primarily manages investment portfolios for clients, tailoring investments to individual needs. CVFS Inc. also provides financial advice on matters not involving investment securities. Clients sign an Investment Portfolio Management Agreement, and a Personal Investment Policy is developed for each client.
Assets Under Management$30M
Clients71
Advisors1
Avg. per Client$430K
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.3M | 0.60% |
| $1.3M+ | 0.60% |
Fees for accounts over $1,250,000 are determined by agreement. A quarterly surcharge will be added to any account with a balance less than $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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