Credit Union Investment Services (CUIS) provides investment advice, asset allocation, and financial and retirement planning. CUIS primarily recommends mutual funds, exchange traded funds (ETFs), and fixed income products. CUIS meets with clients to understand their goals and risk tolerance before making investment recommendations. Clients can choose to accept or reject these recommendations. CUIS also offers a separate Wrap Fee Program.
Assets Under Management$110K
ClientsN/A
Advisors258
Avg. per ClientN/A
Avg. per Advisor$430
Fee Structure
Minimum Investment:$3.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
258 Advisors at this firm
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