Custom Funds Management (CFM LLC) provides investment management services, acting as an investment counsel. CFM LLC tailors investments to each client's individual needs, allowing for client input on investment choices. CFM LLC emphasizes transparency, providing clients with access to their holdings and activities. Clients can add or withdraw funds as desired. CFM LLC uses a long-only investment approach, primarily holding individual stocks as long-term investments.
Fee Structure
CFM LLC charges a fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.6% to 2.0%, depending on the amount you invest and the risk profile. Higher investment amounts qualify for a lower annual rate. Fees are calculated quarterly using the average month-end balance during each quarter.