Context Financial LLC (CFL) offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. CFL also provides financial planning services covering investments, insurance, taxes, retirement, and college savings. CFL generally advises on mutual funds, insurance products including annuities, and ETFs. Clients may impose restrictions on investments, but CFL reserves the right to end the relationship if restrictions hinder service.
Assets Under Management$21M
Clients67
Advisors1
Avg. per Client$310K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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