CLS Financial Advisors offers wealth management services, including defining financial goals, organizing assets, and creating investment strategies. They also offer limited consulting services, such as reviewing existing portfolios or providing advice on specific topics like estate or retirement planning. CLS uses diversified portfolios and a systematic strategy to manage investments. They work with clients to address retirement planning, estate planning, risk management, cash flow, budgeting, and college cost planning. Tax planning is considered in all financial and investment plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.5M | 0.75% |
| $3.5M+ | 0.50% |
If total assets are under $1,000,000, the annual fee is 1.25% per annum or $9,000, whichever is less. Generally, the minimum annual fee for Investment Management services is $9,000. Fees, account minimums and payment terms are negotiable depending on client’s unique situation.