Challenge Everything Financial LLC (CEF) offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Investment management involves creating and managing tailored portfolios based on client goals and risk tolerance. CEF may recommend third-party professionals but doesn't receive compensation from them. CEF is part owner (<5%) to Buffalo Run Accounting, and may direct clients to use Buffalo Run Accounting for tax preparation and advice. Buffalo Run is part owner (<5%) of CEF.
Fee Structure
CEF offers investment management as part of its Full-Service Money Advice and Investment Management Only Advice tiers. Fees are generally $750 per $100,000 in assets. For Investment Management Only Advice, fees range from $50-$375 per month. Fees are negotiable and outlined in the advisory contract.