Houseman Financial LLC offers investment advice and financial planning to individuals, high net worth individuals, and retirement plans. Investment management is provided through a money manager, CPS Investment Advisors. Financial planning covers areas like budgeting, tax planning, retirement, and investments. Seminars are also offered to educate people on financial independence.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee is divided between Houseman Financial LLC and CPS Investment Advisors. As Houseman Financial LLC firm AUM increases, Houseman Financial LLC will progressively earn more of the fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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