Cash Flow Technologies provides investment advice, focusing on covered calls and cash-covered puts option selling strategies. They manage investments with the authority to make trades without asking you first, but you can set reasonable restrictions. They also offer one-time or hourly services for financial plan development, investment portfolio reviews, and retirement plan analysis. Cash Flow Technologies does not provide tax advice.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $500K | 1.56% |
| $500K - $1000K | 1.44% |
| $1.0M - $10.0M | 1.20% |
| $10M+ | 0.96% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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