CPA Allies provides customized financial plans and recommends managed investment strategies based on client goals. They offer financial planning, consulting, and recommend third-party managed portfolios. CPA Allies monitors the third-party money manager’s strategies to ensure alignment with client objectives. They also conduct financial education seminars.
Fee Structure
CPA Allies recommends separately managed portfolios, and the total advisory fee ranges up to 2% per year. This fee includes both CPA Allies' fee and the third-party manager's fee. The fee is based on the value of your account and is deducted quarterly in advance by the third-party manager, who then remits CPA Allies' portion. CPA Allies does not charge any additional fees for recommending these programs.