CFM Wealth Partners offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. CFM creates customized investment strategies based on client goals, risk tolerance, and financial situations. Financial planning services may be included in wealth management or offered separately, covering areas like retirement, education, and personal savings.
Fee Structure
CFM Wealth Partners' investment management fees range from 0.75% to 1.25% annually, based on factors like service complexity, inclusion of financial planning, the amount you invest, and your overall relationship with CFM. Fees are paid quarterly in advance and are based on the value of your investments at the end of the prior quarter. Fees may be negotiable.