Cast Member Financial (CMF) provides financial planning and investment management services. CMF works with clients to develop a financial plan and manage investments based on their individual needs and goals. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. CMF may recommend outside investment managers.
Assets Under Management$2.8M
Clients16
Advisors2
Avg. per Client$180K
Avg. per Advisor$1.4M
Fee Structure
Planning is included in investment management
Investment management is available for clients participating in ongoing financial planning.
- If you have less than $250,000 in managed assets, investment management of up to $250,000 is included without an additional fee.
- If you have more than $250,000 in managed assets, CMF charges 1.00% of the account value. Ongoing financial planning is included without an additional fee.
Fees are paid monthly in advance. If CMF uses an outside manager, the above fee schedule does not include the outside manager's fee. At no point will the combined fee charged to the client exceed 2% of assets under management.
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