Contreras Financial provides investment management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your situation. Services include investment strategy, asset allocation, and regular monitoring. They also offer financial planning covering investments, insurance, retirement, college, and debt. Contreras Financial generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.