CFD Investment Advisory LLC is a registered investment advisor located in Billings, Montana, offering customized investment management services. CFD works closely with clients to understand their financial goals, risk tolerance, and time horizon in order to build diversified portfolios consisting primarily of low-cost mutual funds and exchange-traded funds, alongside individual stocks and bonds when appropriate. CFD acts as a registered investment advisor and provides ongoing supervision and discretionary management of client portfolios. In addition to investment management, the firm serves individuals, high net worth individuals, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of CFD Investment Advisory.