Christian Financial Advisors (CFA) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. CFA creates custom investment strategies and portfolios using equities, mutual funds, and ETFs. CFA also offers financial planning services covering areas like retirement, education savings, and charitable giving. CFA strives to implement Biblically Responsible Investing whenever feasible.
Assets Under Management$190M
Clients469
Advisors5
Avg. per Client$400K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Investment advisory fees may be negotiable at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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