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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Applies to Moderate Growth & Income, Growth & Income, Capital Growth, and Aggressive Capital Growth strategies. Fees are negotiable in certain circumstances.
Fee Estimator
This is a wrap fee program where you pay a single bundled fee covering portfolio management, transaction costs, and custodial services. The annual fee is based on the market value of your assets. There is a minimum annual fee of $500. Additional fees apply for IRA maintenance ($35 annually) and termination ($125). Transaction fees for equities and ETFs are $3.50. Check disbursements are $5.00 and wire transfers are $15.00. Fees are negotiable in certain circumstances. CNS compensates CNR for investment advisory services in the amount of 0.30% of the fees paid by clients.
Areas of Practice
Advisor Information
Office location
7878 North 16th Street, Phoenix, AZ, 85020
Get directionsRegulatory History (1)
Customer Dispute
November 2005Other Business Activities
Amy is a landlord for a rental property in Chandler, AZ, since 2019. Her daughter and two girlfriends live in the house and pay rent, and Amy and her husband handle renovations and major maintenance, dedicating about 10-20% of her time.