Cash Flow Investment Services provides ongoing investment advice based on individual client needs. They manage portfolios based on client objectives, time horizons, risk tolerance, and liquidity needs. They also offer limited financial planning services on an as-needed basis to investment advisory clients, covering personal finances, taxes, investments, insurance, retirement, death & disability, and estate planning.
Assets Under Management$92M
Clients86
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...