Chrys Financial Planning (CFP, LLC) offers wealth management and project-based financial planning services. The wealth management service includes investment management and financial planning to help clients meet their financial goals. Project-based financial planning covers areas like cash flow, debt management, education funding, employee benefits, estate planning, insurance, investments, retirement, and tax planning. CFP, LLC primarily uses passive investment management with exchange-traded funds and mutual funds.
Assets Under Management$15M
Clients14
Advisors1
Avg. per Client$1M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
CFP, LLC offers wealth management services with two fee options:
- Flat annual fee: This ranges from $1,000 to $7,000 for assets up to $1,000,000, $7,000 to $12,000 for assets between $1,000,000 and $2,000,000, $12,000 to $35,000 for assets between $2,000,000 and $5,000,000, and $35,000 or more for assets of $5,000,000 or more. This fee is paid quarterly.
- Percentage of assets: 0.75% annually for assets up to $1,500,000 and 0.50% annually for assets above $1,500,000. This fee is deducted from the client's account quarterly.
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