Financial Independence Advisors (FIA) offers investment management and financial planning services. FIA works with CPS Investment Advisors to provide continuous advice and manage investments based on individual client needs. FIA offers these services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. FIA also provides advice on non-security matters such as income tax planning, cash flow and budgeting, estate planning, business planning, education planning, insurance, and annuity planning.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |