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
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 Activities
John works as a real estate agent with Guilds Group Real Estate, dedicating about a quarter of his time. He also runs a law firm, Law Office of J. Caldwell Guilds, III PLLC, focusing on real estate business and estate planning, which also takes about a quarter of his time.