Investment management fees range from 0.0625% to 0.75% quarterly (6.25 to 75 basis points) based on the market value of assets under management. Fees are negotiable based on asset size, activity level, task difficulty, and reporting requirements. Financial planning and consulting are charged at $175 per hour, also negotiable. Flat fees may be used instead of hourly or asset-based fees. A one-time transaction fee, not exceeding 1% of the trade value, may be charged for transactions where the firm is not managing the account.
301 S Center St, Suite 420, Arlington, TX, 76010
Get directionsCorey is a Managing Member of CFS Advisors LLC, an investment advisory firm, dedicating about half of his time. He is also President of CFS Holdings, Inc., an insurance agency, spending minimal time, and owns 15% of Arlington Today Magazine, spending a few hours per week.