Assets Under Management
$2.4B
Number of Clients
1,286
Number of Advisors
24
Average Client AUM
$1.9M
AUM per Advisor
$99.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
CFIA offers a range of investment products and services, including Separately Managed Accounts, Registered Funds, and Private Funds. Services are offered to clients through advisors and as a Turnkey Asset Management Program (TAMP) provider. The firm manages ETF portfolios and value/income strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable under certain circumstances.
110 East 59th Street, 7th Floor, New York, NY, 10022