CFS Wealth Management offers investment advisory services and financial plans to individuals, couples, IRA owners, trustees, and business owners. The firm primarily uses portfolios of open-end mutual funds, but may also use closed-end funds, ETFs, and individual stocks and bonds. CFS tailors portfolios to individual client needs and allows clients to impose restrictions on investments.
Assets Under Management$160M
Clients457
Advisors3
Avg. per Client$350K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.75% |
| $250K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees are based on the value of the account, including cash holdings.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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