Causey Public Finance (CPF) offers investment advice and portfolio management to retail clients, high-net-worth individuals, and governmental/institutional clients. CPF also provides analytical services for designing and procuring portfolios for municipal bond activities. CPF offers both discretionary and non-discretionary portfolio management. Non-investment advisory services include accounting and management consulting services.
Assets Under Management$420M
Clients21
Advisors2
Avg. per Client$20M
Avg. per Advisor$210M
Fee Structure
Investment management only (planning not offered)
CPF offers both discretionary and non-discretionary portfolio management services. The annual fee for these services ranges from 0.05% to 0.50% of the value of your portfolio. The fee is calculated monthly, quarterly, or semi-annually. Fees may be negotiable.
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