CDB Advisory & Consulting offers investment advisory services to individuals, trusts, estates, and businesses. As a fiduciary, CDB Advisory & Consulting aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. The firm provides comprehensive portfolio management, including asset management and financial planning or consulting services. CDB Advisory & Consulting continuously monitors and rebalances portfolios based on client needs and the current economic climate.
Assets Under Management$25M
Clients3
Advisors1
Avg. per Client$8.4M
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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