Concierge Financial Advisor (CFAdvisor) offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. CFAdvisor reviews clients' financial conditions, objectives, risk tolerance, and cash flow needs to develop an investment management plan supported by a financial plan. CFAdvisor offers full discretionary and limited discretionary investment advisory services.
Assets Under Management$38M
Clients9
Advisors2
Avg. per Client$4.2M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $7.5M | 0.75% |
| $7.5M+ | 0.60% |
Fees are negotiable and shall not exceed 1.25% annually. CFAdvisor may offer a tiered fee structure based on services required and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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