Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Financial planning fees are either hourly ($200/hour) or fixed ($200 to $1,500), as negotiated. Asset management fees are based on a percentage of assets under management, as shown in the table. These fees are calculated quarterly. Clients can negotiate their advisory fee with CFSC and their IARs. In addition to CFSC's fees, accounts will be charged various fees by the custodian of the account including execution fees, custodial fees, etc. CFSC has no minimum account value requirement.
Areas of Practice
Advisor Information
Office location
188 Inverness Drive West, Suite 100, Centennial, CO, 80112
Get directionsRegulatory History (2)
Regulatory
April 2002Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Ron owns RGA Wealth Management Inc. and dedicates his full time during market hours to it. He also owns LSA Fitness Corp and spends about 10% of his time during market hours on Safeguard Mutual Inc., an insurance-related DBA for final expense insurance.