California Financial Consulting (CFC) offers wealth management services to individuals and high net worth individuals. CFC provides investment management services, constructing portfolios of low-cost mutual funds and ETFs, and financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. CFC acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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