Calculated Financial Solutions (CFS) offers investment advice and financial planning services to individuals, trusts, and estates. CFS helps clients develop financial goals and objectives, creates a personal investment policy, and manages a portfolio based on that policy. Financial planning services may include advice on cash management, risk management, insurance, education funding, retirement planning, and estate planning.
Assets Under Management$10M
Clients36
Advisors1
Avg. per Client$280K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
CFS charges a percentage of the value of your portfolio each year, up to 1.5%, including cash. There is a $2,500 minimum annual fee. Fees are invoiced quarterly, in advance.
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