CF Financial LLC provides investment management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. CF Financial also offers financial planning services, including retirement, college, and tax planning. They provide ongoing financial planning with regular check-ins and annual plan updates. CF Financial may direct clients to third-party investment advisors.
Assets Under Management$54M
Clients89
Advisors1
Avg. per Client$600K
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $8.0M | 0.75% |
| $8.0M - $16.0M | 0.65% |
| $16.0M - $32.0M | 0.50% |
| $32.0M - $64.0M | 0.35% |
| $64M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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