C Financial and Tax Associates is a registered investment advisor founded in 2004 and based in Riverside, California. The firm primarily helps clients connect with and monitor third-party money management programs, such as SEI Investments Management Corp., Orion Portfolio Solutions, and The Pacific Financial Group, Inc. In addition to portfolio oversight, C Financial and Tax Associates offers comprehensive financial planning, covering retirement, estate planning, business planning, taxes, and education funding. The firm also operates separate tax preparation and insurance services. C Financial and Tax Associates works with individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, and small businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee schedule reflects SEI program tiers. Other third-party platforms like Orion and The Pacific Financial Group have separate fee schedules ranging from 0.15% to 2.00%.