Critical Mass Financial (CMF) provides investment management services on both a discretionary and non-discretionary basis, tailoring strategies to individual client goals and risk tolerance. CMF also offers financial planning services, including full financial plans covering various aspects of a client's financial life, such as retirement, taxes, and estate planning. CMF's investment strategies are based on fundamental and technical analysis, as well as modern portfolio theory.
Assets Under Management$170K
Clients1
Advisors1
Avg. per Client$170K
Avg. per Advisor$170K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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