Clear Fiduciary Consultants (CFC) is an investment management firm that provides services to qualified and non-qualified retirement plans. CFC can act as either a limited scope advisor or an investment manager with discretionary control over a retirement plan's assets. CFC does not sell commissioned products and does not act as a custodian of client assets.
Assets Under Management$41M
Clients29
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Clear Fiduciary Consultants does not offer investment management services to individual clients. They provide investment advice and management for retirement plans.
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