Cote Financial Management (CFM) is a financial advisory firm that provides investment advice and financial planning. CFM gives advice on how to allocate your assets and choose investments. All recommendations are based on discussions with you about your needs and goals. CFM aims to protect your money by investing in a mix of different asset classes to provide stable growth and reduce risk.
Assets Under Management$130M
Clients369
Advisors2
Avg. per Client$360K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable when assets exceed $2,500,000 or when a client is an accredited investor. Fees may range between 0.50% and 2.0% of assets under management depending on asset composition.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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