CBK Financial Advisors offers portfolio management based on individual client goals and risk tolerance. They also provide pension consulting services to employee benefit plans. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. CBK generally limits its investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, hedge funds, ETFs, and private placements.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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