Personal CFO Solutions specializes in financial planning and investment management. They offer ongoing financial counseling covering investment planning, tax planning, estate planning, employee benefits, insurance reviews, and cash flow modeling. For investment management, they use Personal CFO Managed Portfolios (wrap fee program) or recommend independent investment managers. Clients can also have Personal CFO recommend and execute transactions on a discretionary basis as part of ongoing financial planning.
Fee Structure
Personal CFO Solutions offers discretionary portfolio management services. The annual fee is a percentage of the value of your portfolio: 0.5%, 0.75%, or 1%. The specific percentage is negotiable. Fees are deducted from your account quarterly. As an alternative, Personal CFO may recommend independent investment managers, who charge separate fees.