CMA Financial Services offers ongoing investment management based on your financial situation and goals. They also create financial plans covering topics like goal setting, cash flow, investments, retirement, insurance, taxes, education, and estate planning. You're responsible for implementing the plan recommendations. CMA Financial Services manages investments on either a discretionary or non-discretionary basis.
Assets Under Management$15M
Clients81
Advisors2
Avg. per Client$180K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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