Connect Financial Advisors (CFA) offers investment management and financial planning services tailored to each client's needs. For investment management, CFA creates an Investment Policy Statement based on your goals, risk tolerance, and other factors. They then manage your investments based on this statement. CFA also offers financial planning, which involves gathering information, creating a financial plan using software, and presenting the plan to you. The firm's services are tailored to individual needs, and clients can request investment restrictions.
Fee Structure
Connect Financial Advisors charges a fee based on the value of your portfolio. The exact fee is negotiated with each client and falls within a range of 0.50% to 2.00% per year. The fee is calculated and charged monthly in advance. The factors used to determine the advisory fee include the number of accounts, the size of the relationship, whether the account is actively or passively managed, and the frequency of reviews.