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
Boone, NC
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a managing member of Cosroc Holdings LLC, owning and managing residential rental properties, and a manager for BRM Sarasota, LLC and CosRoc Properties, LLC, both real estate investment companies. He also works as an insurance agent and consultant, dedicating about a quarter of his time to Lifestyle Freedom Advisory Group as an IAR.