Avi No Middle Name Kantor

Certior Financial Group, LLC

29 Years of Experience

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Firm Information

Certior Financial Group, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

491 clients

Average Client Portfolio

$790K average

Assets Under Management

$388.0M

Fee Structure

Financial Plan Fee:$1,000 - $15,000

Financial planning fees range from $1,000 to $15,000 per project and are negotiable. Ongoing financial planning and consulting services are also available for a fixed monthly or quarterly fee, or included as part of a negotiated assets under management fee. The annual fee for asset management services includes CFG’s advisory fee (maximum 1.2%, which is negotiable), plus a sub-adviser strategy fee if the sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable).

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Areas of Practice

Financial Planning & CoachingInvestment Management

Advisor Information

Office location

20104 Valley Forge Circle, King of Prussia, PA, 19406

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2006

Denied

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Other Business ActivitiesSells Insurance

Avi is the owner of rental properties through The Certior Group, LLC, and provides administrative services. Avi is also a part-time adaptive ski instructor, a board member and treasurer for the National Museum of Wildlife Art, and a board member for Mental Health and Recovery Services of Jackson Hole. Avi is a licensed insurance agent selling life and long-term care insurance since 1999.