Collective Family Office (CFO) offers discretionary portfolio management services tailored to clients' needs and investment objectives. CFO provides advice on various securities, monitors portfolio performance, and rebalances portfolios as needed. CFO may use sub-advisors for alternative investments. CFO also offers pension consulting services to individuals, trusts, estates, corporate entities and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances. Clients may have non-managed assets that are included in portfolio management reviews and performance reports provided to clients. Such assets will be subject to an annual fee of up to 0.15%.