CF Advisors LLC (CFA) manages investment portfolios for clients. Investment Advisor Representatives (IARs) develop investment portfolios based on clients' goals and objectives. CFA generally prohibits non-discretionary accounts. Financial planning is not formally offered for a fee, but assets outside of CFA's management may be considered voluntarily by the IAR with no additional charge.
Assets Under Management$62M
Clients98
Advisors3
Avg. per Client$630K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Fees are negotiable. Any fee paid in excess of 2% is higher than that charged by other advisers that provide the same or similar services at lower rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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