Colorado Financial Service Corporation (CFSC) is dually registered as a securities broker-dealer and an investment advisor. CFSC offers financial planning and investment management services. Financial planning covers areas like budgeting, tax planning, retirement, and investments. Investment management involves managing client portfolios with various securities. CFSC may use third-party investment advisors. CFSC is also a licensed insurance agency in Colorado.
Assets Under Management$68M
Clients126
Advisors20
Avg. per Client$540K
Avg. per Advisor$3.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees over $2,500,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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