Connected Financial Strategies (CFS) provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. CFS creates customized investment strategies using exchange-traded funds, mutual funds, individual stocks, and bonds. CFS also offers financial planning services covering investment planning, retirement planning, education savings, and insurance needs. CFS may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. The total blended fee, including CFS’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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