Assets Under Management
$5.4B
Number of Clients
23,170
Number of Advisors
7
Average Client AUM
$232K
AUM per Advisor
$768.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
CUSO Financial Services (CFS) offers the Contour wrap fee program, providing investment advisory services through IARs. The program includes APM, FSP, SMA, and UMA options, each with different investment strategies and minimum account sizes. Fees are based on a percentage of assets and cover advisory, program, and manager fees. CFS is affiliated with multiple financial institutions.
10150 Meanley Drive, 1st Floor, San Diego, CA, 92131