My Personal CFO provides financial planning and consulting, wealth management, and retirement plan services. They manage investment portfolios, primarily using mutual funds and exchange-traded funds (ETFs). They tailor their services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Clients are responsible for notifying My Personal CFO of any changes in their financial situation or investment objectives.
Assets Under Management$330M
Clients82
Advisors2
Avg. per Client$4.1M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual fee is negotiable but does not exceed 0.85%. There is a $4,000 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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