Assets Under Management
$90.0M
Number of Clients
111
Number of Advisors
2
Average Client AUM
$811K
AUM per Advisor
$45.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
CDP Financial Group provides investment management, financial planning, and business continuity planning services. They manage client portfolios based on objectives, risk tolerance, and suitability factors, primarily using mutual funds. Clients can also receive financial planning services for an hourly or flat fee.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees can be negotiable based on a client’s risk level, fluctuating account size, distribution needs, and personal relationship or client tenure with CDP.
26 W. Dry Creek Circle, Suite 460, Littleton, CO, 80120