Caruso Family Financial Advisors (CFFA) provides ongoing portfolio management based on individual client goals and risk tolerance. CFFA creates investment plans and manages investments with discretionary authority. CFFA also offers consulting services to pension and employee benefit plans, including 401(k) plans. CFFA generally limits its investment advice to mutual funds, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities.
Assets Under Management$15M
Clients50
Advisors2
Avg. per Client$310K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation above an 8% annual hurdle rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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