Conceptual Financial Advisors (CFA) provides investment management based on your goals and risk tolerance. CFA creates a plan to select a portfolio that fits your situation. CFA may also refer clients to third-party investment advisors. CFA offers consulting services to pension and employee benefit plans. CFA also offers financial planning services, including investment, insurance, tax, retirement, college, and debt planning. CFA also offers a service called MyFirstFinancialPlanner.com, where clients can enter their financial information online and receive a financial plan.
Assets Under Management$190M
Clients426
Advisors1
Avg. per Client$450K
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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