Commonwealth Financial Services (CFS) provides investment advice and financial planning to individuals, families, and businesses. CFS offers asset management services, retirement planning, and financial planning consultation. CFS also provides advisory services to employer-sponsored retirement plans. CFS does not have a minimum account size for custom portfolios.
Fee Structure
Commonwealth Financial Services offers investment management through its Asset Management Services Program and Participant Retirement Program.
The Asset Management Services Program fees are based on the investment model portfolio selected. The fees are negotiable.
The Participant Retirement Program has a maximum annual fee of 3% of the assets in your account. The exact fee is disclosed prior to services being provided. Fees are negotiable.