CIF Advisors offers financial planning, investment management, and pension consulting services. Financial planning ranges from comprehensive plans to focused consultations. Investment management is provided on a discretionary basis, tailoring portfolios to client objectives and risk tolerance. CIF Advisors also offers due diligence services for alternative investments clients may wish to invest in outside of CIF Advisors.
Assets Under Management$8.8M
Clients120
Advisors1
Avg. per Client$73K
Avg. per Advisor$8.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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