CFO4Life Group provides comprehensive financial planning and investment management to affluent individuals and business executives. They also offer advisory services to retirement plans and corporate services like investment education and financial wellness programs for employees. CFO4Life's investment advice is customized to each client’s objectives and financial needs. They primarily use mutual funds and exchange traded funds (ETFs) in client portfolios.
Fee Structure
CFO4Life Group charges a quarterly fee based on the value of your investments. The annual fee ranges from 1.00% to 1.50%. The fee is calculated in advance each quarter. Some clients who were acquired from Vogel Financial Advisors may have different fee schedules with breakpoints. Clients participating in wrap fee programs are charged a separate fee that includes investment management, custody, and brokerage costs.