Comprehensive Financial Consultants Institutional (CFCI) offers portfolio management and financial consulting services. For portfolio management, CFCI gathers information about your financial situation and objectives, and requires your participation in the investment plan. CFCI provides discretionary portfolio management services. CFCI may use third-party investment advisors to manage a portion of your account. CFCI also offers financial consulting services on specific financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.45% |
| $1.0M - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fee schedule shown is for Equity Blended Model. Mutual Fund Model: $0 to $250,000: 1.40%, $250,001 to $500,000: 1.30%, $500,001 to $1,000,000: 1.20%, $1,000,0001 to $2,500,000: 1.10%, $2,500,001 to $5,000,000: 1.00%, Over $5,000,000: Negotiable. Fixed Income Model: $0 to $250,000: 1.35%, $250,001 to $500,000: 1.30%, $500,001 to $1,000,000: 1.20%, $1,000,0001 to $2,500,000: 1.15%, $2,500,001 to $5,000,000: 1.05%, Over $5,000,000: Negotiable. ABP/CoreEQ Model: $0 to $250,000: 1.30%, $250,001 to $500,000: 1.25%, $500,001 to $1,000,000: 1.20%, $1,000,0001 to $2,500,000: 1.15%, $2,500,001 to $5,000,000: 1.10%, Over $5,000,000: Negotiable. CFCI also charges 0.25% for management of cash and accommodation accounts. Fees are negotiable for accounts over $5,000,000.