CD Financial offers investment management services where they manage your investments based on your goals and risk tolerance. They may use a sub-advisor, AE Wealth Management, to manage some or all of your assets. CD Financial also offers financial planning services, including full financial plans and consultation services on individual topics. They create investment strategies tailored to each client's goals and objectives.
Assets Under Management$86M
Clients249
Advisors1
Avg. per Client$350K
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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