Center for Asset Management (CFAM) offers ongoing investment management based on your financial situation and goals. CFAM may use the AssetMark platform to access various investment options. CFAM also provides financial planning services, including written financial plans and consultations. CFAM may also provide seminars and educational workshops.
Fee Structure
CFAM charges a percentage of your portfolio annually for investment management services. These fees range from 0.70% to 1.50% per year, billed quarterly in advance. If CFAM manages your assets through AssetMark, you will also be charged a platform fee by AssetMark, ranging from 0.10% to 1.0% per year. These fees are negotiable based on factors such as the type of client, complexity, and total assets managed.