PracticeCFO Investments offers financial planning and investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, retirement plans, endowments, and corporate accounts. PracticeCFO provides financial planning, investment management using ETFs and other securities, tax and accounting services, and insurance planning. The firm uses a hybrid investment management approach combining passive asset management with tactical asset allocation.
Assets Under Management$330M
Clients1,052
Advisors10
Avg. per Client$320K
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees may be negotiable. Schedule is 'up to' the listed percentage.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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