CFM Wealth Partners offers personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses. CFM Wealth Partners designs custom portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and bonds, with a long-term investment focus. The firm acts as legally required to act in your best interest and works closely with clients to understand their goals, risk tolerance, and financial situations. In addition to managing investments, CFM Wealth Partners provides comprehensive financial planning covering areas such as retirement planning, personal savings, education savings, and investment planning. The firm requires a minimum portfolio size of $3,000,000 to open an account, though this minimum may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Investment advisory fees range from 0.75% to 1.25% annually based on factors such as portfolio complexity, inclusion of financial planning, and asset levels. Fees may be negotiable.