Cantor Fitzgerald Investment Advisors (CFIA) provides investment management services to both institutional and individual investors. CFIA offers separately managed accounts, registered funds (mutual funds/interval funds), private funds, and services through advisors and as a Turnkey Asset Management Program (TAMP) provider. CFIA uses ETF model portfolios and value and income strategies to achieve client investment objectives.
Assets Under Management$2.4B
Clients1,286
Advisors26
Avg. per Client$1.9M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
26 Advisors at this firm
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