CBS Funding provides investment management services on both a discretionary and non-discretionary basis. They also offer financial planning services, including retirement planning, tax planning, and estate planning. CBS Funding primarily serves individuals, trusts, estates, retirement plans, and businesses. The firm's owners are affiliated with entities that sell insurance products.
Assets Under Management$68M
Clients49
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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