Centerpoint Financial Management (CFM) offers investment management and financial planning services. CFM creates investment plans based on clients' goals and manages portfolios. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. CFM also provides retirement plan management services to employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Clients who engage CFM in both ongoing financial planning and investment management services and have less than $1,000,000 of assets under management, will receive a 50% discount on the investment management services quarterly fee. Clients with over $1,000,000 in assets under management will receive ongoing financial planning as part of the fee. These terms may be negotiable.