CDP Financial Group provides investment management services to individuals, retirement plans, trusts, estates, and other business entities. CDP also offers financial planning services covering estate planning, retirement planning, education planning, business continuity planning, tax planning, and risk management. Clients can choose financial planning services separately or with investment management.
Assets Under Management$100M
Clients110
Advisors2
Avg. per Client$910K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees can be negotiable based on a client’s risk level, fluctuating account size, distribution needs, and personal relationship or client tenure with CDP.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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