Capital Fiduciary Advisors (CFA) offers wealth advisory services, including asset allocation, portfolio diversification, and risk management. CFA recommends third-party investment managers to clients based on their individual needs and objectives. CFA also provides personal financial planning services, including retirement, tax, estate, insurance, divorce, and college planning. CFA monitors investment manager performance and makes recommendations regarding retention or replacement.
Assets Under Management$72M
Clients37
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $8.0M | 0.65% |
| $8.0M - $23.0M | 0.50% |
| $23M+ | 0.40% |
All engagements may be subject to a minimum annual fee of $10,000. Occasionally, fee arrangements may be negotiated outside of the above terms depending on complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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