Church Organizers Foundation (COF) offers investment advice and manages portfolios for individuals and charitable organizations. COF focuses on tailoring services to each client's needs, building portfolios with individual bonds and equities for tax efficiency. They also offer cash flow planning, retirement analysis, tax strategies, charitable giving, estate planning, employee benefits review, insurance analysis, and education planning. COF is a non-profit foundation.
Assets Under Management$8.6M
Clients35
Advisors3
Avg. per Client$250K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Church Organizers Foundation (COF) charges a percentage of the assets they manage for investment advisory services. There are two fee schedules:
Standard Accounts:
- First $1 million: 1.25% per year
- Next $4 million: 1.125% per year
- Over $5 million: 1.00% per year
Endowment Accounts:
- $5,000 - $99,999: 0.00%
- $100,000 - $249,999: 0.35%
- $250,000 - $499,999: 0.45%
- $500,000 - $999,999: 0.50%
- $1,000,000 - $2,999,999: 0.55%
- Over $3,000,000: 0.60%
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