CMS Financial provides ongoing asset management services to clients, determining investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, and portfolio monitoring are based on these factors. CMS also offers discretionary management services through a program sponsored by SEI Investments Management Corp (SIMC).
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. SEI also charges fees ranging from 0.55% to 1.15% for Custom High Net Worth Solutions and 20 basis points for Transaction Fee (TF) Mutual Funds and all other securities, including equities, fixed income and ETFs, subject to a $1,000 per year, per account, maximum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.