CFS Financial, LLC offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. CFS creates an Investment Policy Statement for each client to outline their current situation and constructs a plan to aid in the selection of a portfolio that matches their specific situation. CFS may direct clients to third-party investment advisors. CFS does not participate in wrap fee programs.
Assets Under Management$1.4M
Clients9
Advisors2
Avg. per Client$150K
Avg. per Advisor$680K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. CFS may direct clients to Matson Money and will charge an annual fee of 1% on all accounts. This is separate from the expense ratio (~0.49% annually) associated with the Matson Money mutual funds.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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