Clear and Simple Financial Group (CASFG) provides ongoing portfolio management services tailored to individual client goals and risk tolerance. CASFG also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. CASFG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$8.6M
Clients12
Advisors1
Avg. per Client$720K
Avg. per Advisor$8.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.75% |
| $750K - $1000K | 0.60% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...