CTS Consulting provides ongoing investment advice based on individual client needs. They create and manage portfolios based on client goals, risk tolerance, and time horizon. CTS also offers consulting services on specific financial topics like estate planning and retirement planning. Investment recommendations are not limited to specific products.
Assets Under Management$36M
Clients25
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$36M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees above $4,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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