Castañeda Financial Management (CFML) provides ongoing portfolio management based on individual client goals and risk tolerance. CFML creates an Investment Policy Statement for each client. Financial planning is offered to existing clients as a complimentary service at no additional cost. CFML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, and non-U.S. securities.
Assets Under Management$18M
Clients16
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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