Carty Financial Inc. (CFI) offers investment advice and financial planning to individuals, trusts, small businesses, charitable organizations, and pension/profit-sharing plans. CFI works with clients to understand their goals, risk tolerance, and financial situation. CFI then provides investment recommendations, but the client makes the final decision. CFI is a fee-only firm, meaning it does not accept commissions.
Assets Under Management$40M
Clients57
Advisors1
Avg. per Client$710K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$600K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiated lower.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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