Certified Financial Strategies Corporation (CFS) provides investment management and financial planning services. For investment management, CFS can make trades for you without asking first, or get your approval for each trade. Financial planning includes retirement, tax, risk management, and estate planning. CFS creates investment strategies tailored to your goals, and clients can restrict investments in certain securities. Jason Edgerton is the Chief Compliance Officer.
Assets Under Management$130M
Clients163
Advisors2
Avg. per Client$820K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
